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.
A•••• L••••• M•••
- Title
- Financial Representative and Co-OwnerreportedHTTPS:firm site, Sep 16, 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••••••• F•••••••• N• C••••••••• independent RIA currentsince Sep 22, 2020 · Gresham, Or
- A••••••• S•••••• C•••• formerJul 26, 2013 to Aug 27, 2013 · Gresham, Or
- C•••••• T•••• B••• unclassifiedNov 17, 2005 to Jul 27, 2007 · Tigard, Or
- A••••••• S•••••• C•••• to C••••••• F•••••••• N• C•••••••••left Aug 27, 2013, registered Sep 22, 2020 (2583 days) · Other
- C•••••• T•••• B••• to A••••••• S•••••• C••••left Jul 27, 2007, registered Jul 26, 2013 (2191 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