RIA Intelligence
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D•••• D••••• D••
- Business email
- derek.doo@wcipllc.comreportedwcipllc.comfirm site, Sep 17, 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.
- W••••••••• I••••••••• P••••••• L•• independent RIA currentsince Jul 1, 2020 · Portsmouth, Ri
- L•• F•••••••• L•• BD affiliatedFeb 8, 2005 to Jul 8, 2020 · Providence, Ri
- M•• I•••••••• S•••••••• L•• BD affiliatedAug 1, 2002 to Feb 11, 2005 · Providence, Ri
- L•• F•••••••• L•• to W••••••••• I••••••••• P••••••• L••left Jul 8, 2020, registered Jul 1, 2020 (-7 days) · Affiliated broker-dealer or bank to independent RIA
- M•• I•••••••• S•••••••• L•• to L•• F•••••••• L••left Feb 11, 2005, registered Feb 8, 2005 (-3 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