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•••••• J• H••••••
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Oct 21, 2022 · Pittsburgh - Wexford, Pa
- H••••••••• I••• formerAug 15, 2019 to Oct 21, 2022 · Wexford, Pa
- P•• W••••• M••••••••• BD affiliatedApr 23, 2013 to Dec 6, 2018 · Pittsburgh, Pa
- P•• W••••• M••••••••• BD affiliatedAug 2, 2006 to May 23, 2007 · Pittsburgh, Pa
- F•••••••• I••••••••• C••••••••• institutionalJun 16, 2003 to Jul 22, 2005 · Pittsburgh, Pa
- H••••••••• I••• to R••••• W• B•••• • C•• I•••••••••left Oct 21, 2022, registered Oct 21, 2022 (0 days) · corporate re-registration, not a move
- P•• W••••• M••••••••• to H••••••••• I•••left Dec 6, 2018, registered Aug 15, 2019 (252 days) · Affiliated broker-dealer or bank to independent RIA
- F•••••••• I••••••••• C••••••••• to P•• W••••• M•••••••••left Jul 22, 2005, registered Aug 2, 2006 (376 days) · Other
- T•••••• J• H•••••• added a FL registration at R••••• W• B•••• • C•• I•••••••••Sep 14, 2026 · New state registration · fact
- T•••••• J• H•••••• added a TX registration at R••••• W• B•••• • C•• I•••••••••Sep 2, 2026 · New state registration · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address