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••••••• E••• B••••••••
- W••••••••• A••••••• independent RIA currentsince May 6, 2026 · Red Bank, Nj
- F••••••••• R••••••••• P••• C••••••••• L•• formerApr 25, 2017 to Mar 22, 2019 · Red Bank, Nj
- R••••••••• A••••••• L•• formerApr 11, 2016 to May 28, 2026 · Red Bank, Nj
- R••••••••• A••••••• L•• formerNov 19, 2015 to Apr 11, 2016 · Redbank, Nj
- C••••• A••••••• L•• formerApr 21, 2004 to Nov 2, 2015 · Red Bank, Nj
- A••••••••• F•••••••• S•••••••• L•• national BDJun 2, 2003 to Apr 14, 2004 · Highland Park, Nj
- R••••••••• A••••••• L•• to F••••••••• R••••••••• P••• C••••••••• L••left May 28, 2026, registered Apr 25, 2017 (-3320 days) · Other
- F••••••••• R••••••••• P••• C••••••••• L•• to W••••••••• A•••••••left Mar 22, 2019, registered May 6, 2026 (2602 days) · Other
- R••••••••• A••••••• L•• to R••••••••• A••••••• L••left Apr 11, 2016, registered Apr 11, 2016 (0 days) · channel change inside one enterprise, not a move
- C••••• A••••••• L•• to R••••••••• A••••••• L••left Nov 2, 2015, registered Nov 19, 2015 (17 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to C••••• A••••••• L••left Apr 14, 2004, registered Apr 21, 2004 (7 days) · Other
- J••••••• E••• B•••••••• left R••••••••• A••••••• L•• for F••••••••• R••••••••• P••• C••••••••• L•• (registered 2017-04-25)May 28, 2026 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address