RIA Intelligence
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J••••••• S• L••••
- Title
- Investment Advisorreportedwia1.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.
- W••••••••• I••••••••• A••••••• I••• independent RIA currentsince Nov 1, 2021 · Annapolis, Md
- L•••• I••••••••• A••••••• L•• unclassifiedNov 3, 1997 to Dec 31, 2021 · Allentown, Pa
- L•••• I••••••••• A••••••• L•• to W••••••••• I••••••••• A••••••• I•••left Dec 31, 2021, registered Nov 1, 2021 (-60 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address