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••• S•••• R••••
- Designations
- MBAreportedflexibleplan.comas printed on the bio page, Sep 16, 2026
- Business email
- aradin@flexibleplan.comreportedflexibleplan.comfirm site, Sep 15, 2026
- Professional profile
- flexibleplan.com/contact/adam-radinreportedflexibleplan.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.
- F••••••• P••• I••••••••• L•• mixed wealth currentsince May 15, 2026 · Bloomfield Hills, Mi
- L•• F•••••••• L•• BD affiliatedNov 12, 2025 to Apr 22, 2026 · St Petersburg, Fl
- C•••••• S••••• • C••• I••• national BDJul 27, 2023 to Aug 7, 2025 · Plano, Tx
- F••••• I••••••••• independent RIAAug 20, 2021 to May 23, 2023 · Odessa, Fl
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Oct 16, 2008 · Bethesda, Md
- M••••• S•••••• D• I••• unclassifiedOct 7, 2003 to Apr 2, 2007 · Bethesda, Md
- L•• F•••••••• L•• to F••••••• P••• I••••••••• L••left Apr 22, 2026, registered May 15, 2026 (23 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••• S••••• • C••• I••• to L•• F•••••••• L••left Aug 7, 2025, registered Nov 12, 2025 (97 days) · Affiliated broker-dealer or bank to another
- F••••• I••••••••• to C•••••• S••••• • C••• I•••left May 23, 2023, registered Jul 27, 2023 (65 days) · RIA to affiliated broker-dealer or bank
- M••••• S•••••• • C•• L•• to F••••• I•••••••••left Oct 16, 2008, registered Aug 20, 2021 (4691 days) · Other
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- A••• S•••• R•••• left L•• F•••••••• L•• for F••••••• P••• I••••••••• L•• (registered 2026-05-15)Apr 22, 2026 · Advisor changed firm · fact
- A••• S•••• R•••• left C•••••• S••••• • C••• I••• for L•• F•••••••• L•• (registered 2025-11-12)Aug 7, 2025 · Advisor changed firm · fact
- A••• S•••• R•••• left F••••• I••••••••• for C•••••• S••••• • C••• I••• (registered 2023-07-27)May 23, 2023 · Advisor changed firm · fact
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address