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.
J•••••• D•••• M•••••••••
- Business email
- jeff@retirepeak.comreportedretirepeak.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.
- P••• W••••• S•••••••• independent RIA currentsince Nov 16, 2021 · Pepper Pike, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJul 17, 2017 to Jun 28, 2021 · Richmond Heights, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedFeb 1, 2017 to Jun 5, 2017 · Euclid, Oh
- L•• F•••••••• L•• BD affiliatedSep 23, 2014 to Feb 1, 2017 · Streetsboro, Oh
- A••••••••• F•••••••• S•••••••• L•• national BDSep 11, 2002 to Nov 6, 2003 · Beachwood, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• to P••• W••••• S••••••••left Jun 28, 2021, registered Nov 16, 2021 (141 days) · Affiliated broker-dealer or bank to independent RIA
- H••••••••• F•••••••• A••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jun 5, 2017, registered Jul 17, 2017 (42 days) · Other
- L•• F•••••••• L•• to H••••••••• F•••••••• A•••••••left Feb 1, 2017, registered Feb 1, 2017 (0 days) · corporate re-registration, not a move
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Nov 6, 2003, registered Sep 23, 2014 (3974 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