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.
H••• J••• B••••••••
- Designations
- CFPreportedtheplanningcenter.comas printed on the bio page, Sep 17, 2026
- Professional profile
- theplanningcenter.com/team/h-jude-boudreaux-cfpreportedtheplanningcenter.comfirm site, Sep 17, 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.
- T•• P••••••• C•••••• I••• independent RIA currentsince Sep 8, 2017 · Moline, Il
- U•••••••• F•••••••• P•••••••• L•• unclassifiedNov 24, 2010 to Oct 10, 2017 · New Orleans, La
- L•• F•••••••• L•• BD affiliatedDec 16, 2009 to Sep 20, 2010 · New Orleans, La
- A••••••• A••••••• S••••••• formerMay 3, 2006 to Dec 22, 2009 · New Orleans, La
- M•• I•••••••• S•••••••• L•• BD affiliatedMay 23, 2002 to Jul 11, 2005 · New Orleans, La
- U•••••••• F•••••••• P•••••••• L•• to T•• P••••••• C•••••• I•••left Oct 10, 2017, registered Sep 8, 2017 (-32 days) · Other
- L•• F•••••••• L•• to U•••••••• F•••••••• P•••••••• L••left Sep 20, 2010, registered Nov 24, 2010 (65 days) · Other
- A••••••• A••••••• S••••••• to L•• F•••••••• L••left Dec 22, 2009, registered Dec 16, 2009 (-6 days) · Other
- M•• I•••••••• S•••••••• L•• to A••••••• A••••••• S•••••••left Jul 11, 2005, registered May 3, 2006 (296 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