RIA Intelligence

Title

Managing Partner, Chief Operating Officer, and Financial AdvisorreportedHTTP:firm site, Sep 15, 2026

Business email

jwilson@diligentinvestorsllc.comreportedHTTP:firm 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.

• D••••••• I••••••••• L•• independent RIA current
  since Mar 18, 2016 · Redlands, Ca
• M••••• S•••••• wirehouse
  May 2, 2011 to Apr 11, 2016 · Ontario, Ca
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  Oct 4, 2002 to May 4, 2011 · Ontario, Ca
• U•• F•••••••• S••••••• I••• wirehouse
  Jan 31, 2002 to Oct 22, 2002 · Redlands, Ca

• M••••• S•••••• to D••••••• I••••••••• L••
  left Apr 11, 2016, registered Mar 18, 2016 (-24 days) · Other · moved with a team
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
  left May 4, 2011, registered May 2, 2011 (-2 days) · Wirehouse to wirehouse
• U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
  left Oct 22, 2002, registered Oct 4, 2002 (-18 days) · Wirehouse to wirehouse

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