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.
Jack Burnette
- Professional profile
- linkedin.com/in/jack-burnette-cfp%C2%AE-14779212reportedadviserinfo.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.
- Rfg Advisory, LLC independent RIA currentsince Nov 11, 2015 · Birmingham, Al
- Ameriprise Financial Services, LLC national BDMar 13, 2009 to Nov 11, 2015 · Birmingham, Al
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 3, 2003 to Mar 17, 2009 · Birmingham, Al
- Ameriprise Financial Services, LLC to Rfg Advisory, LLCleft Nov 11, 2015, registered Nov 11, 2015 (0 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Ameriprise Financial Services, LLCleft Mar 17, 2009, registered Mar 13, 2009 (-4 days) · Wirehouse to affiliated broker-dealer or bank
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