RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••••• N•• D••••••
- Title
- Founder & Presidentreportedwisdompg.comfirm site, Sep 16, 2026
- Business email
- amilka@wisdompg.comreportedwisdompg.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W••••• P••••••• G•••• i••••••••• wealth currentsince Dec 6, 2019 · Orlando, Fl
- I••••••••• F•••••••• P••••••• BD affiliatedApr 29, 2015 to Apr 15, 2020 · Orlando, Fl
- P•••••• W••••• A•••••••• L•• unclassifiedFeb 5, 2015 to Jun 19, 2015 · Winter Park, Fl
- L•• F•••••••• L•• BD affiliatedSep 4, 2014 to Apr 23, 2015 · San Diego, Ca
- C•••••• S••••• • C••• I••• national BDFeb 6, 2003 to Sep 16, 2014 · Orlando, Fl
- I••••••••• F•••••••• P••••••• to W••••• P••••••• G••••left Apr 15, 2020, registered Dec 6, 2019 (-131 days) · Affiliated broker-dealer or bank to independent RIA
- P•••••• W••••• A•••••••• L•• to I••••••••• F•••••••• P•••••••left Jun 19, 2015, registered Apr 29, 2015 (-51 days) · Other · moved with a team
- L•• F•••••••• L•• to P•••••• W••••• A•••••••• L••left Apr 23, 2015, registered Feb 5, 2015 (-77 days) · Other
- C•••••• S••••• • C••• I••• to L•• F•••••••• L••left Sep 16, 2014, registered Sep 4, 2014 (-12 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address