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.
D••••• C••••
- Business email
- dennis@coralwm.comreportedcoralwm.comfirm site, Sep 17, 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.
- C•••• W••••• M••••••••• L•• independent RIA currentsince Jun 1, 2026 · Miami, Fl
- I••••••••• A••••• I••••••••• M••••••••• L•• BD affiliatedAug 14, 2017 to Jul 20, 2020 · Miami, Fl
- K••••• A•••••••• I••• BD affiliatedJan 11, 2017 to Feb 17, 2017 · Fort Lauderdale, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 18, 2016 to Jan 19, 2017 · Fort Lauderdale, Fl
- S••••••• I••••••••• S•••••••• I••• formerJun 9, 2014 to Dec 31, 2016 · Fort Lauderdale, Fl
- M••••• S•••••• wirehouseJun 1, 2009 to Apr 29, 2014 · Aventura, Fl
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Aventura, Fl
- M••••• S•••••• D• I••• unclassifiedMay 9, 2003 to Apr 2, 2007 · Aventura, Fl
- I••••••••• A••••• I••••••••• M••••••••• L•• to C•••• W••••• M••••••••• L••left Jul 20, 2020, registered Jun 1, 2026 (2142 days) · Affiliated broker-dealer or bank to independent RIA
- K••••• A•••••••• I••• to I••••••••• A••••• I••••••••• M••••••••• L••left Feb 17, 2017, registered Aug 14, 2017 (178 days) · Other
- T••••• A••••••• S•••••••• I••• to K••••• A•••••••• I•••left Jan 19, 2017, registered Jan 11, 2017 (-8 days) · Other
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Aug 18, 2016 (-135 days) · corporate re-registration, not a move
- M••••• S•••••• to S••••••• I••••••••• S•••••••• I•••left Apr 29, 2014, registered Jun 9, 2014 (41 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
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