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.
P••••• A•••••• R•••••
- Title
- CCOreportedretirewithicm.comfirm site, Sep 16, 2026
- Partner or owner
- “Partner Profiles”reportedretirewithicm.comthe sentence on the bio page
- Years, as the firm states
- 30reportedretirewithicm.com“A Bristol, Virginia native, Pam attended King College and graduated from Western Kentucky University and has more than 30 years experience in banking and investment management.”
- Professional profile
- RETIREWITHICM.COM/team-member-01/pam-rehartreportedretirewithicm.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.
- I•••••••• C•••••• M••••••••• independent RIA currentsince Jun 6, 2013 · Kingsport, Tn
- G••• W••••• A•••••••• I••• formerNov 2, 2006 to Jan 24, 2007 · Kingsport, Tn
- G•••••• A••••••• A•••• M••••••••• I••• unclassifiedJun 15, 2004 to Dec 13, 2004 · Johnson City, Tn
- L•• F•••••••• L•• BD affiliatedMar 26, 2004 to Feb 6, 2007 · Kingsport, Tn
- L•• F•••••••• L•• to G•••••• A••••••• A•••• M••••••••• I•••left Feb 6, 2007, registered Jun 15, 2004 (-966 days) · Other
- G••• W••••• A•••••••• I••• to I•••••••• C•••••• M•••••••••left Jan 24, 2007, registered Jun 6, 2013 (2325 days) · Other
- G•••••• A••••••• A•••• M••••••••• I••• to G••• W••••• A•••••••• I•••left Dec 13, 2004, registered Nov 2, 2006 (689 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address