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••••• P••• M•••••
- C•• A•••• M••••••••• G•••• independent RIA currentsince Jun 3, 2026 · Warren, Oh
- F•• W••••• M••••••••• formerMay 14, 2019 to Dec 31, 2025 · Hermitage, Pa
- P•• W••••• M••••••••• BD affiliatedJan 1, 2004 to Oct 30, 2014 · Meadville, Pa
- J••••• H•••••••• W••• L••••• L•• formerJun 11, 2003 to Jan 1, 2004 · Meadville, Pa
- F•• W••••• M••••••••• to C•• A•••• M••••••••• G••••left Dec 31, 2025, registered Jun 3, 2026 (154 days) · Other
- P•• W••••• M••••••••• to F•• W••••• M•••••••••left Oct 30, 2014, registered May 14, 2019 (1657 days) · Other
- J••••• H•••••••• W••• L••••• L•• to P•• W••••• M•••••••••left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
- J••••• P••• M••••• left F•• W••••• M••••••••• for C•• A•••• M••••••••• G•••• (registered 2026-06-03)Dec 31, 2025 · 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