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RIA Intelligence

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Registered advisor

H•••••• A• P•••••

R••••• W• B•••• • C•• I•••••••••mixed wealthTraverse City, Midual registrantIAPD 4155399
Feed of 09/21/2026
Also filed as H•••••• A••• P••••••••• A••• G••••••••• A••• P•••••
At current firm
0 y
since Sep 19, 2026
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    • ••• Locked
      Sep 19, 2026 · Advisor registered · fact
    Transition signals

    No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Wealth manager with institutional or fund businessderived
    Years in industry
    10derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address