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•••••••• P••••• M•••••
- V•••••• C•••••• M••••••••• I••• asset manager currentsince Aug 14, 2025 · San Antonio, Tx
- A••••• A•••• M••••••••• U•• I••• formerJan 4, 2021 to Apr 25, 2025 · Boston, Ma
- A••••• P•••••• I••••••••• A•••• M••••••••• I••• formerNov 24, 2014 to Dec 31, 2020 · Boston, Ma
- F•• S••••••••• C••••••••• formerJul 13, 2012 to Oct 13, 2014 · Atlanta, Ga
- S••••••• I••••••••• S•••••••• I••• formerAug 6, 2010 to Jun 28, 2012 · Atlanta, Ga
- E••••• J•••• national BDApr 21, 2009 to Jul 1, 2010 · St Louis, Mo
- A••••• A•••• M••••••••• U•• I••• to V•••••• C•••••• M••••••••• I•••left Apr 25, 2025, registered Aug 14, 2025 (111 days) · corporate re-registration, not a move
- A••••• P•••••• I••••••••• A•••• M••••••••• I••• to A••••• A•••• M••••••••• U•• I•••left Dec 31, 2020, registered Jan 4, 2021 (4 days) · corporate re-registration, not a move
- F•• S••••••••• C••••••••• to A••••• P•••••• I••••••••• A•••• M••••••••• I•••left Oct 13, 2014, registered Nov 24, 2014 (42 days) · Other
- S••••••• I••••••••• S•••••••• I••• to F•• S••••••••• C•••••••••left Jun 28, 2012, registered Jul 13, 2012 (15 days) · Other
- E••••• J•••• to S••••••• I••••••••• S•••••••• I•••left Jul 1, 2010, registered Aug 6, 2010 (36 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address