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.
V•••••• S•• M•••••
- Title
- Office Managerreportedrandallawm.comfirm site, Sep 16, 2026
- Direct business phone
- 724-602-0075reportedrandallawm.comfirm 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.
- R•••••• • A••••••••• W••••• M••••••••• independent RIA currentsince Feb 3, 2023 · Butler, Pa
- W•••• F•••• A••••••• wirehouseNov 20, 2015 to Feb 14, 2023 · Butler, Pa
- M••••• S•••••• wirehouseMar 9, 2015 to Nov 24, 2015 · Purchase, Ny
- W•••• F•••• A••••••• to R•••••• • A••••••••• W••••• M•••••••••left Feb 14, 2023, registered Feb 3, 2023 (-11 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Nov 24, 2015, registered Nov 20, 2015 (-4 days) · Wirehouse to wirehouse
- V•••••• S•• M••••• left W•••• F•••• A••••••• for R•••••• • A••••••••• W••••• M••••••••• (registered 2023-02-03)Feb 14, 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address