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•••••••• M••• A•••••
- Title
- Senior V.P., Director of Operationsreportedaeternitasinvest.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.
- A••••••••• I••••••••• M••••••••• L•• independent RIA currentsince Jan 30, 2026 · Yardley, Pa
- A••• F•••••••• A•••••••• I•• formerNov 15, 2016 to Dec 23, 2025 · Yardley, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 18, 2011 to Sep 16, 2016 · Yardley, Pa
- W•••• F•••• A••••••• wirehouseJun 13, 2007 to May 19, 2011 · Jenkintown, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 24, 2005 to Jun 8, 2007 · Pennington, Nj
- A••• F•••••••• A•••••••• I•• to A••••••••• I••••••••• M••••••••• L••left Dec 23, 2025, registered Jan 30, 2026 (38 days) · RIA to RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••• F•••••••• A•••••••• I••left Sep 16, 2016, registered Nov 15, 2016 (60 days) · Other
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 19, 2011, registered May 18, 2011 (-1 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Jun 8, 2007, registered Jun 13, 2007 (5 days) · Wirehouse to wirehouse
- C•••••••• M••• A••••• left A••• F•••••••• A•••••••• I•• for A••••••••• I••••••••• M••••••••• L•• (registered 2026-01-30)Dec 23, 2025 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address