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.
M••• J• A•••••••
- Years, as the firm states
- 20reportedschrumpw.com“Mary Atkinson, brings over 20 years experience to the firm.”
- Business email
- mary@schrumpw.comreportedschrumpw.comfirm site, Sep 16, 2026
- Professional profile
- schrumpw.com/team-member/mary-atkinsonreportedschrumpw.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.
- S••••• P•••••• W••••• M••••••••• L•• independent RIA currentsince Oct 20, 2021 · St. Augustine, Fl
- S•••• W••••• M••••••••• L•• BD affiliatedJun 8, 2011 to Oct 29, 2021 · St. Augustine, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 28, 2006 to May 12, 2011 · Saint Augustine, Fl
- M••••• S•••••• D• I••• unclassifiedDec 20, 2001 to Nov 13, 2006 · St Augustine, Fl
- S•••• W••••• M••••••••• L•• to S••••• P•••••• W••••• M••••••••• L••left Oct 29, 2021, registered Oct 20, 2021 (-9 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••• W••••• M••••••••• L••left May 12, 2011, registered Jun 8, 2011 (27 days) · Other
- M••••• S•••••• D• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 13, 2006, registered Nov 28, 2006 (15 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address