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.
Douglas Ronald Moe
- Title
- Founderreportedteamworkfinancial.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.
- Teamwork Financial Advisors, LLC independent RIA currentsince Oct 1, 2012 · San Antonio, Tx
- Questar Asset Management, Inc. formerMay 15, 2009 to Sep 19, 2012 · Minneapolis, Mn
- Next Financial Group, Inc. formerNov 18, 2003 to Aug 31, 2005 · San Antonio, Tx
- Questar Asset Management, Inc. to Teamwork Financial Advisors, LLCleft Sep 19, 2012, registered Oct 1, 2012 (12 days) · Other
- Next Financial Group, Inc. to Questar Asset Management, Inc.left Aug 31, 2005, registered May 15, 2009 (1353 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address