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.
B••••• K•••••• W•••••
- B•••• F•••••••• C••••••• L•• state registered currentsince Feb 10, 2026 · Atlanta, Ga
- B•••• F•••••••• C••••••• L•• state registeredJan 25, 2022 to Dec 31, 2025 · Atlanta, Ga
- B•••• F•••••••• C••••••• L•• state registeredJul 24, 2019 to Dec 31, 2021 · Atlanta, Ga
- M••••• W••••• M••••••••• L•• independent RIAJan 3, 2017 to Jul 31, 2019 · Atlanta, Ga
- C•••••••• W••••• C•••••• formerAug 3, 2010 to Feb 28, 2017 · Atlanta, Ga
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedOct 31, 2003 to Mar 25, 2010 · Atlanta, Ga
- M••••• W••••• M••••••••• L•• to B•••• F•••••••• C••••••• L••left Jul 31, 2019, registered Jul 24, 2019 (-7 days) · RIA to a state-registered adviser
- C•••••••• W••••• C•••••• to M••••• W••••• M••••••••• L••left Feb 28, 2017, registered Jan 3, 2017 (-56 days) · Other · moved with a team
- G•••••• S•••• W••••• S•••••••• L••• to C•••••••• W••••• C••••••left Mar 25, 2010, registered Aug 3, 2010 (131 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address