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.
L•••• R•• K•••••
- Designations
- CFPreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- epwealth.com/our-team/walnut-creek/laura-r-knolle-ms-cfpreportedepwealth.comfirm site, Sep 15, 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• W••••• A••••••• independent RIA currentsince Jan 20, 2016 · Torrance, Ca
- B••••• P••• W••••• A••••••• L•• unclassifiedAug 6, 2012 to Jan 21, 2016 · Lafayette, Ca
- L•• F•••••••• L•• BD affiliatedJul 20, 2012 to Jan 27, 2016 · Lafayette, Ca
- V•• A••••••• S••••••• formerNov 17, 2009 to Jun 27, 2012 · Overland Park, Ks
- F•• S••••••••• C••••••••• formerAug 14, 2009 to Nov 18, 2009 · Walnut Creek, Ca
- M••••• S•••••• D• I••• unclassifiedMay 6, 2005 to Sep 1, 2006 · Atlanta, Ga
- L•• F•••••••• L•• to B••••• P••• W••••• A••••••• L••left Jan 27, 2016, registered Aug 6, 2012 (-1269 days) · Other · moved with a team
- B••••• P••• W••••• A••••••• L•• to E• W••••• A•••••••left Jan 21, 2016, registered Jan 20, 2016 (-1 days) · Other · moved with a team
- V•• A••••••• S••••••• to L•• F•••••••• L••left Jun 27, 2012, registered Jul 20, 2012 (23 days) · Other
- F•• S••••••••• C••••••••• to V•• A••••••• S•••••••left Nov 18, 2009, registered Nov 17, 2009 (-1 days) · Other
- M••••• S•••••• D• I••• to F•• S••••••••• C•••••••••left Sep 1, 2006, registered Aug 14, 2009 (1078 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address