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.
G••••• A••• G••••••
- Professional profile
- LINKEDIN.COM/IN/G•••••-G••••••-B34654reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- G•••••• F•••••••• P••••••• state registered currentsince Mar 26, 2016 · Santa Monica, Ca
- C•••••••• F••••••••• I••• BD affiliatedJul 14, 2014 to Dec 18, 2015 · Santa Monica, Ca
- C•••••• G•••• • C• I•• formerMay 6, 2010 to Jun 12, 2014 · Encino, Ca
- A•• A•••••• S••••••• L•• unclassifiedSep 6, 2006 to Apr 29, 2010 · Calabasas, Ca
- E•••••••• A•••••••• L•• national BDSep 1, 2005 to Jul 26, 2006 · Woodland Hills, Ca
- M••••• S•••••• D• I••• unclassifiedOct 10, 2003 to Aug 11, 2004 · Beverly Hls, Ca
- C•••••••• F••••••••• I••• to G•••••• F•••••••• P•••••••left Dec 18, 2015, registered Mar 26, 2016 (99 days) · Other
- C•••••• G•••• • C• I•• to C•••••••• F••••••••• I•••left Jun 12, 2014, registered Jul 14, 2014 (32 days) · Other
- A•• A•••••• S••••••• L•• to C•••••• G•••• • C• I••left Apr 29, 2010, registered May 6, 2010 (7 days) · Other
- E•••••••• A•••••••• L•• to A•• A•••••• S••••••• L••left Jul 26, 2006, registered Sep 6, 2006 (42 days) · Other
- M••••• S•••••• D• I••• to E•••••••• A•••••••• L••left Aug 11, 2004, registered Sep 1, 2005 (386 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
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address