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•••••• A••• T••••
- Business email
- jeff@n•••••••ia.comreportednormandyia.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.
- N••••••• I••••••••• A••••••• independent RIA currentsince Sep 30, 2021 · Leawood, Ks
- S••••• W••••• A•••••••• L•• unclassifiedAug 29, 2006 to Mar 28, 2011 · Overland Park, Ks
- C••••••••• F•••••••• N•••••• national BDAug 11, 2006 to Oct 1, 2021 · San Diego, Ca
- L••••• F•••••••• G••••• I••• unclassifiedJun 28, 2001 to Aug 8, 2006 · Overland Park, Ks
- G•••••• W••••• M••••••••• I••• unclassifiedDec 26, 2000 to Mar 26, 2003 · Overland Park, Ks
- M•• I•••••••• S•••••••• L•• BD affiliatedDec 1, 2000 to Aug 14, 2006 · Overland Park, Ks
- C••••••••• F•••••••• N•••••• to S••••• W••••• A•••••••• L••left Oct 1, 2021, registered Aug 29, 2006 (-5512 days) · Other
- S••••• W••••• A•••••••• L•• to N••••••• I••••••••• A•••••••left Mar 28, 2011, registered Sep 30, 2021 (3839 days) · Other
- M•• I•••••••• S•••••••• L•• to G•••••• W••••• M••••••••• I•••left Aug 14, 2006, registered Dec 26, 2000 (-2057 days) · Other
- L••••• F•••••••• G••••• I••• to C••••••••• F•••••••• N••••••left Aug 8, 2006, registered Aug 11, 2006 (3 days) · Other
- G•••••• W••••• M••••••••• I••• to L••••• F•••••••• G••••• I•••left Mar 26, 2003, registered Jun 28, 2001 (-636 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