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.
S••••• B•••• P•••••
- Professional profile
- linkedin.com/in/steven-pinedo-416328219reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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••••• F•••••••• S••••••• state registered currentsince Apr 24, 2009 · Roseville, Ca
- A••••••• F•••••••• S••••••• unclassifiedJan 15, 2009 to Dec 31, 2010 · Modesto, Ca
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 12, 2008 to Dec 18, 2008 · Modesto, Ca
- L•• F•••••••• L•• BD affiliatedJan 15, 2008 to Nov 10, 2008 · Modesto, Ca
- S•••••••• F••••••••• I••• formerJun 20, 2007 to Jan 22, 2008 · Walnut Creek, Ca
- L•• F•••••••• L•• BD affiliatedJul 14, 2003 to Jul 16, 2007 · Roseville, Ca
- A••••••• F•••••••• S••••••• to P••••• F•••••••• S•••••••left Dec 31, 2010, registered Apr 24, 2009 (-616 days) · Other
- C•••••••• I••••••••• R••••••• A•••••••• I••• to A••••••• F•••••••• S•••••••left Dec 18, 2008, registered Jan 15, 2009 (28 days) · Other
- L•• F•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 10, 2008, registered Nov 12, 2008 (2 days) · Other
- S•••••••• F••••••••• I••• to L•• F•••••••• L••left Jan 22, 2008, registered Jan 15, 2008 (-7 days) · Other
- L•• F•••••••• L•• to S•••••••• F••••••••• I•••left Jul 16, 2007, registered Jun 20, 2007 (-26 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
- STATE REGISTEREDderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address