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••••• J••••• F••••••
- Title
- Managing Partnerreportedintellicapital.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.
- I••••••••• A••••••• L•• independent RIA currentsince Jan 28, 2023 · Ponte Vedra, Fl
- P•••••••• S••••••••• I••• BD affiliatedAug 29, 2022 to Jan 18, 2023 · Jacksonville, Fl
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Dec 13, 2021 · Boston, Ma
- S•••••••• A••••••• L•• national BDFeb 21, 2006 to Jul 13, 2018 · Jacksonville, Fl
- P•••••••• S••••••••• I••• to I••••••••• A••••••• L••left Jan 18, 2023, registered Jan 28, 2023 (10 days) · Affiliated broker-dealer or bank to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to P•••••••• S••••••••• I•••left Dec 13, 2021, registered Aug 29, 2022 (259 days) · Affiliated broker-dealer or bank to another
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- R••••• J••••• F•••••• left P•••••••• S••••••••• I••• for I••••••••• A••••••• L•• (registered 2023-01-28)Jan 18, 2023 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address