DFX Intelligence

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.

Registered advisor

C•••••••• M•••• J•••••

G••••• R••••••••• P••••••• L••institutionalChicago, Il dual registrantIAPD 4498589

Feed of 09/14/2026

Also filed as Catherine Marie Belcher

At current firm

1 y

since Jan 16, 2025

In the industry

13 y

since Jul 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

G••••• R••••••••• P••••••• L•• institutional current
since Jan 16, 2025 · Chicago, Il
L•• F•••••••• L•• BD affiliated
Dec 21, 2018 to Dec 20, 2023 · Fort Mill, Sc
T••••••• I••••••••• M••••••••• I••• BD affiliated
May 31, 2018 to Dec 11, 2018 · Charlotte, Nc
O•••••••• • L••••••• I••• former
Sep 28, 2017 to May 30, 2018 · Indian Land, Sc

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to G••••• R••••••••• P••••••• L••
left Dec 20, 2023, registered Jan 16, 2025 (393 days) · Other
T••••••• I••••••••• M••••••••• I••• to L•• F•••••••• L••
left Dec 11, 2018, registered Dec 21, 2018 (10 days) · Affiliated broker-dealer or bank to independent RIA
O•••••••• • L••••••• I••• to T••••••• I••••••••• M••••••••• I•••
left May 30, 2018, registered May 31, 2018 (1 days) · RIA to affiliated broker-dealer or bank

Signals

C•••••••• M•••• J••••• left L•• F•••••••• L•• for G••••• R••••••••• P••••••• L•• (registered 2025-01-16)
Dec 20, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address