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••••••••• R••••• M•••••
- Title
- Chief Improvement Officerreportedjourneybeyondwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CIMAreportedjourneybeyondwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedjourneybeyondwealth.com“Chris M••••• brings more than 20 years of experience advising individuals and multigenerational families on their wealth and the decisions that matter most to them.”
- Professional profile
- journeybeyondwealth.com/chris-mccallreportedjourneybeyondwealth.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.
- J•••••• B••••• W••••• independent RIA currentsince May 2, 2019 · Kennesaw, Ga
- C••••••••• W••••• A•••••••• L•• formerMay 15, 2007 to Nov 25, 2009 · Atlanta, Ga
- L••••• W••••• M••••••••• C••••••• L•• unclassifiedJun 7, 2004 to May 21, 2007 · Rockville, Md
- C••••••••• W••••• A•••••••• L•• to J•••••• B••••• W•••••left Nov 25, 2009, registered May 2, 2019 (3445 days) · Other
- L••••• W••••• M••••••••• C••••••• L•• to C••••••••• W••••• A•••••••• L••left May 21, 2007, registered May 15, 2007 (-6 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address