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.
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J••••• K••••
- G•••••• W••••• independent RIA currentsince Apr 23, 2026 · Jacksonville, Fl
- W•••• F•••• A••••••• wirehouseJul 24, 2023 to Apr 29, 2026 · Jacksonville, Fl
- W•••• F•••• A••••••• wirehouseOct 24, 2011 to Jul 24, 2023 · Jacksonville, Fl
- M••••• K••••• • C••••••• L•• formerMar 6, 2007 to Oct 24, 2011 · Jacksonville, Fl
- A•••••• I••••••••• M••••••••• C•••••• L•• unclassifiedJan 18, 2005 to Feb 20, 2007 · Jacksonville, Fl
- P•••• S••••••••• L•• no RAUMMay 9, 2001 to Jan 19, 2005 · Jacksonville, Fl
- W•••• F•••• A••••••• to G•••••• W•••••left Apr 29, 2026, registered Apr 23, 2026 (-6 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Jul 24, 2023, registered Jul 24, 2023 (0 days) · channel change inside one enterprise, not a move · moved with a team
- M••••• K••••• • C••••••• L•• to W•••• F•••• A•••••••left Oct 24, 2011, registered Oct 24, 2011 (0 days) · Other
- A•••••• I••••••••• M••••••••• C•••••• L•• to M••••• K••••• • C••••••• L••left Feb 20, 2007, registered Mar 6, 2007 (14 days) · corporate re-registration, not a move
- P•••• S••••••••• L•• to A•••••• I••••••••• M••••••••• C•••••• L••left Jan 19, 2005, registered Jan 18, 2005 (-1 days) · Other
- J••••• K•••• left W•••• F•••• A••••••• for G•••••• W••••• (registered 2026-04-23)Apr 29, 2026 · Advisor changed firm · fact
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address