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.
J•••• E• H••• L••••••
- V••••• C•••••• P••••••• independent RIA currentsince Oct 9, 2020 · Ann Arbor, Mi
- P••••••• A••••••••• L•• independent RIAAug 24, 2016 to Oct 29, 2020 · Bloomfield Hills, Mi
- A••••• A•• P••••••• S••••••• BD affiliatedOct 9, 2013 to Aug 25, 2016 · Ann Arbor, Mi
- O•••• F•• I••• formerFeb 23, 2005 to Dec 31, 2007 · Southfield, Mi
- P••••••• A••••••••• L•• to V••••• C•••••• P•••••••left Oct 29, 2020, registered Oct 9, 2020 (-20 days) · RIA to RIA
- A••••• A•• P••••••• S••••••• to P••••••• A••••••••• L••left Aug 25, 2016, registered Aug 24, 2016 (-1 days) · Other
- O•••• F•• I••• to A••••• A•• P••••••• S•••••••left Dec 31, 2007, registered Oct 9, 2013 (2109 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