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.
C••••••••• D••• M•••••••
- Founder
- “F•••••• and Partner, B•••••••• Partners”reportedblueprint.familythe sentence on the bio page
- Professional profile
- blueprint.family/chris-millwardreportedblueprint.familyfirm 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.
- B•••••••• P••••••• L•• independent RIA currentsince Apr 30, 2021 · Traverse City, Mi
- O•••• F•• I••• formerSep 6, 2012 to May 4, 2021 · Traverse City, Mi
- F•••• T•••• S••••••••• I••• BD affiliatedJan 13, 2011 to Sep 13, 2012 · Traverse City, Mi
- L•• F•••••••• L•• BD affiliatedMay 21, 2010 to Feb 16, 2011 · Traverse City, Mi
- E••••• J•••• national BDOct 20, 2009 to May 13, 2010 · Traverse City, Mi
- H••••••••• F•••••••• A••••••• BD affiliatedApr 4, 2006 to Sep 21, 2009 · Petoskey, Mi
- O•••• F•• I••• to B•••••••• P••••••• L••left May 4, 2021, registered Apr 30, 2021 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- F•••• T•••• S••••••••• I••• to O•••• F•• I•••left Sep 13, 2012, registered Sep 6, 2012 (-7 days) · Other
- L•• F•••••••• L•• to F•••• T•••• S••••••••• I•••left Feb 16, 2011, registered Jan 13, 2011 (-34 days) · Other
- E••••• J•••• to L•• F•••••••• L••left May 13, 2010, registered May 21, 2010 (8 days) · Other
- H••••••••• F•••••••• A••••••• to E••••• J••••left Sep 21, 2009, registered Oct 20, 2009 (29 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address