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.
M••••••• G•••••
- Title
- Chief Investment Officerreportedelewealth.comfirm site, Sep 16, 2026
- Direct business phone
- 281-646-7333reportedelewealth.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 Jan 22, 2021 · Southfield, Mi
- F•••• T•••• S••••••••• I••• BD affiliatedOct 15, 2020 to Jan 15, 2021 · Southfield, Mi
- W•• B•••••••• S•••••••• I••• BD affiliatedJul 20, 2020 to Oct 20, 2020 · Troy, Mi
- E•• A••••••• S•••••••• I•• independent RIAApr 26, 2011 to Nov 5, 2019 · Southfield, Mi
- G••••• W••••• M••••••••• I••• BD affiliatedJan 27, 2011 to Jul 1, 2011 · Southfield, Mi
- S••••••••• A•••••• A•••••••• I••• formerFeb 2, 2010 to Nov 26, 2010 · Southfield, Mi
- I•••••••• C•••••• A••••••• formerMar 18, 2008 to Sep 29, 2008 · Southfield, Mi
- F•••• T•••• S••••••••• I••• to E•• A••••••• S•••••••• I••left Jan 15, 2021, registered Jan 22, 2021 (7 days) · Affiliated broker-dealer or bank to independent RIA
- W•• B•••••••• S•••••••• I••• to F•••• T•••• S••••••••• I•••left Oct 20, 2020, registered Oct 15, 2020 (-5 days) · Affiliated broker-dealer or bank to another
- E•• A••••••• S•••••••• I•• to W•• B•••••••• S•••••••• I•••left Nov 5, 2019, registered Jul 20, 2020 (258 days) · RIA to affiliated broker-dealer or bank
- G••••• W••••• M••••••••• I••• to E•• A••••••• S•••••••• I••left Jul 1, 2011, registered Apr 26, 2011 (-66 days) · Other
- S••••••••• A•••••• A•••••••• I••• to G••••• W••••• M••••••••• I•••left Nov 26, 2010, registered Jan 27, 2011 (62 days) · Other
- I•••••••• C•••••• A••••••• to S••••••••• A•••••• A•••••••• I•••left Sep 29, 2008, registered Feb 2, 2010 (491 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address