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.
P••••• J•••• V••••••
- C•••••••• A•••••••• L•• independent RIA currentsince Jan 2, 2026 · Franklin, Tn
- C•••••••• I•••••••• L•• formerMar 24, 2020 to Jan 11, 2021 · Franklin, Tn
- C•••••••• I•••••••• L•• formerNov 21, 2013 to Dec 31, 2019 · Franklin, Tn
- G•• A••••••• S•••••••• L•• asset managerFeb 25, 2009 to Apr 15, 2011 · Nashville, Tn
- S••••••• I••••••••• S•••••••• I••• formerApr 22, 2003 to Jan 7, 2009 · Nashville, Tn
- C•••••••• I•••••••• L•• to C•••••••• A•••••••• L••left Jan 11, 2021, registered Jan 2, 2026 (1817 days) · Other
- G•• A••••••• S•••••••• L•• to C•••••••• I•••••••• L••left Apr 15, 2011, registered Nov 21, 2013 (951 days) · Other
- S••••••• I••••••••• S•••••••• I••• to G•• A••••••• S•••••••• L••left Jan 7, 2009, registered Feb 25, 2009 (49 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address