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.
J••••• L••• G•••••
- M••••••• W••••• M••••••••• L•• independent RIA currentsince Jan 5, 2026 · Lafayette, La
- I•••••••• R••• L•• formerJul 23, 2024 to Dec 31, 2025 · Lafayette, La
- L•• F•••••••• L•• BD affiliatedOct 14, 2009 to Mar 1, 2012 · Opelousas, La
- I•••••••• R••• L•• to M••••••• W••••• M••••••••• L••left Dec 31, 2025, registered Jan 5, 2026 (5 days) · RIA to RIA · moved with a team
- L•• F•••••••• L•• to I•••••••• R••• L••left Mar 1, 2012, registered Jul 23, 2024 (4527 days) · Other
- J••••• L••• G••••• left I•••••••• R••• L•• for M••••••• W••••• M••••••••• L•• (registered 2026-01-05)Dec 31, 2025 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address