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••••• D• B•••
- Business email
- jblum@ofgltd.comreportedofgltd.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.
- O••••• F•••••••• G••••• L•• independent RIA currentsince May 1, 2024 · Carmel, In
- J••• M••••• S••••••••• L•• wirehouseAug 17, 2021 to Mar 30, 2024 · Chicago, Il
- C•••••• S••••• • C••• I••• national BDNov 15, 2016 to Jul 21, 2021 · Chicago, Il
- M••••• S•••••• wirehouseJun 1, 2009 to Oct 28, 2016 · Mclean, Va
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 2, 2005 to Jun 1, 2009 · Mclean, Va
- M••••• S•••••• D• I••• unclassifiedFeb 19, 2002 to Sep 8, 2005 · Alexandria, Va
- J••• M••••• S••••••••• L•• to O••••• F•••••••• G••••• L••left Mar 30, 2024, registered May 1, 2024 (32 days) · Wirehouse to independent RIA
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Jul 21, 2021, registered Aug 17, 2021 (27 days) · Affiliated broker-dealer or bank to wirehouse
- M••••• S•••••• to C•••••• S••••• • C••• I•••left Oct 28, 2016, registered Nov 15, 2016 (18 days) · Wirehouse to affiliated broker-dealer or bank
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left Sep 8, 2005, registered Sep 2, 2005 (-6 days) · Other
- J••••• D• B••• left J••• M••••• S••••••••• L•• for O••••• F•••••••• G••••• L•• (registered 2024-05-01)Mar 30, 2024 · 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