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.
T••••• M•••• P•••••
- Title
- Chief Financial Officerreportedelewealth.comfirm site, Sep 16, 2026
- Direct business phone
- 248-763-9114reportedelewealth.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.
- E•• A••••••• S•••••••• I•• independent RIA currentsince Apr 26, 2011 · Southfield, Mi
- G••••• W••••• M••••••••• I••• BD affiliatedMar 10, 2011 to Jul 1, 2011 · Southfield, Mi
- A••••••• F•••••••• A•••••••• L•• BD affiliatedMar 9, 2011 to Mar 22, 2011 · Katy, Tx
- S••••••••• A•••••• A•••••••• I••• formerFeb 2, 2010 to Nov 5, 2010 · Southfield, Mi
- I•••••••• C•••••• A••••••• formerMar 7, 2008 to Sep 30, 2008 · Southfield, Mi
- G••••• W••••• M••••••••• I••• to E•• A••••••• S•••••••• I••left Jul 1, 2011, registered Apr 26, 2011 (-66 days) · Other
- A••••••• F•••••••• A•••••••• L•• to G••••• W••••• M••••••••• I•••left Mar 22, 2011, registered Mar 10, 2011 (-12 days) · Other
- S••••••••• A•••••• A•••••••• I••• to A••••••• F•••••••• A•••••••• L••left Nov 5, 2010, registered Mar 9, 2011 (124 days) · Other
- I•••••••• C•••••• A••••••• to S••••••••• A•••••• A•••••••• I•••left Sep 30, 2008, registered Feb 2, 2010 (490 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address