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•••• E• S•••••••
- Title
- Partnerreportedbh-co.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.
- B••••• H••••• independent RIA currentsince Mar 24, 2017 · Dallas, Tx
- F••••••• P••••••• T•••• C••••••• F•• unclassifiedJan 13, 2005 to Mar 28, 2007 · Dallas, Tx
- S•••••••• A••••••• L•• national BDJan 20, 2004 to Jan 26, 2017 · Westlake, Tx
- S•••••••• A••••••• L•• to F••••••• P••••••• T•••• C••••••• F••left Jan 26, 2017, registered Jan 13, 2005 (-4396 days) · Other
- F••••••• P••••••• T•••• C••••••• F•• to B••••• H•••••left Mar 28, 2007, registered Mar 24, 2017 (3649 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address