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.
F••••••• M••••••••
- Title
- CFP®, CRC®, BFA - Director of Financial Planningreportedamjfinancial.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.
- A•• F•••••••• W••••• M••••••••• L•• independent RIA currentsince Sep 27, 2018 · Leesburg, Va
- A•• F•••••••• W••••• M••••••••• L•• independent RIAFeb 26, 2015 to Sep 14, 2018 · Leesburg, Va
- W•••••• • R••• formerSep 8, 2009 to Feb 20, 2013 · Vienna, Va
- T• A••••••••• I••••••••• M••••••••• L•• formerJun 7, 2006 to Jun 17, 2009 · Reston, Va
- T• A••••••••• I••• formerNov 14, 2005 to Jun 17, 2009 · Reston, Va
- L••• M•••• W••• W•••••• I••••••••• unclassifiedApr 17, 2001 to Nov 1, 2005 · Mclean, Va
- W•••••• • R••• to A•• F•••••••• W••••• M••••••••• L••left Feb 20, 2013, registered Feb 26, 2015 (736 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to W•••••• • R•••left Jun 17, 2009, registered Sep 8, 2009 (83 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jun 17, 2009, registered Jun 7, 2006 (-1106 days) · channel change inside one enterprise, not a move
- L••• M•••• W••• W•••••• I••••••••• to T• A••••••••• I•••left Nov 1, 2005, registered Nov 14, 2005 (13 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