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.
L•••• D•••••• J•••••••
- Business email
- lancej@westshorewealth.comreportedwestshorewealth.comfirm site, Sep 16, 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.
- W•••••••• W••••• independent RIA currentsince Jan 26, 2019 · Dallas, Tx
- H••••• F•••••••• S•••••••• L••• independent RIAOct 24, 2013 to Feb 8, 2019 · Dallas, Tx
- T•••• A•••••••• L•• formerNov 11, 2011 to Sep 23, 2013 · Austin, Tx
- J• W• C••• A•••••••• I••• BD affiliatedJun 3, 2009 to Dec 9, 2011 · Tampa, Fl
- N•• A•••••• S•••••••• L•• formerMay 11, 2006 to Apr 30, 2009 · Austin, Tx
- A••••••••• F•••••••• S•••••••• L•• national BDSep 25, 2000 to Apr 13, 2006 · Memphis, Tn
- H••••• F•••••••• S•••••••• L••• to W•••••••• W•••••left Feb 8, 2019, registered Jan 26, 2019 (-13 days) · RIA to RIA
- T•••• A•••••••• L•• to H••••• F•••••••• S•••••••• L•••left Sep 23, 2013, registered Oct 24, 2013 (31 days) · Other
- J• W• C••• A•••••••• I••• to T•••• A•••••••• L••left Dec 9, 2011, registered Nov 11, 2011 (-28 days) · Other
- N•• A•••••• S•••••••• L•• to J• W• C••• A•••••••• I•••left Apr 30, 2009, registered Jun 3, 2009 (34 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to N•• A•••••• S•••••••• L••left Apr 13, 2006, registered May 11, 2006 (28 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