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.
R•••••• E•••••• R••••••••
- Professional profile
- eastpacesgroup.com/team/rudy-rodriguezreportedeastpacesgroup.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••••• M••••••••• L•• independent RIA currentsince Jan 10, 2023 · Atlanta, Ga
- E•• F•••••••• A••••••• independent RIASep 29, 2015 to Dec 31, 2022 · Sandy Springs, Ga
- M•• F•••••••• S•••••••• I••• formerJan 2, 2015 to Sep 8, 2015 · Atlanta, Ga
- N•• E•••••• S••••••••• C••••••••• formerApr 2, 2014 to Jan 2, 2015 · Atlanta, Ga
- E•••••••• A•••••••• L•• national BDJun 1, 2005 to May 5, 2006 · New York, Ny
- M••• S••••••••• C••••••••• unclassifiedApr 16, 2003 to Jun 1, 2005 · Duluth, Ga
- E•• F•••••••• A••••••• to E•• W••••• M••••••••• L••left Dec 31, 2022, registered Jan 10, 2023 (10 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• F•••••••• S•••••••• I••• to E•• F•••••••• A•••••••left Sep 8, 2015, registered Sep 29, 2015 (21 days) · Other
- N•• E•••••• S••••••••• C••••••••• to M•• F•••••••• S•••••••• I•••left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
- E•••••••• A•••••••• L•• to N•• E•••••• S••••••••• C•••••••••left May 5, 2006, registered Apr 2, 2014 (2889 days) · Other
- M••• S••••••••• C••••••••• to E•••••••• A•••••••• L••left Jun 1, 2005, registered Jun 1, 2005 (0 days) · corporate re-registration, not a move
- R•••••• E•••••• R•••••••• left E•• F•••••••• A••••••• for E•• W••••• M••••••••• L•• (registered 2023-01-10)Dec 31, 2022 · 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