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.
J•••• D••••• D••••
- Designations
- CFP, AIFreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedepwealth.com“James brings more than 20 years of experience in financial services.”
- Professional profile
- epwealth.com/our-team/chandler/james-dwyerreportedepwealth.comfirm site, Sep 15, 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.
- E• W••••• A••••••• independent RIA currentsince Oct 18, 2020 · Chandler, Az
- P••••••• A•••••••• L•• formerJul 3, 2013 to Aug 24, 2020 · Chandler, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Jun 11, 2013 · Mesa, Az
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 9, 2002 to Oct 23, 2009 · Phoenix, Az
- P••••••• A•••••••• L•• to E• W••••• A•••••••left Aug 24, 2020, registered Oct 18, 2020 (55 days) · RIA to RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P••••••• A•••••••• L••left Jun 11, 2013, registered Jul 3, 2013 (22 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
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