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.
E•••••••• M•••• T•••••
- Title
- Wealth Advisorreportediwanttoretirewell.comfirm site, Sep 16, 2026
- Designations
- CRPSreportediwanttoretirewell.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportediwanttoretirewell.com“Elizabeth has more than 20 years of experience as a financial advisor and helps individuals and families”
- Professional profile
- iwanttoretirewell.com/meet-the-team/elizabeth-torresreportediwanttoretirewell.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.
- C••••••••• A•••••••• L•• independent RIA currentsince Mar 25, 2019 · Austin, Tx
- C••••••••• W••••• A•••••••• L•• independent RIAMar 30, 2017 to May 3, 2019 · Austin, Tx
- G••••• F•••••••• P•••••• C••••••• I••• formerDec 11, 2015 to Mar 9, 2017 · Austin, Tx
- E•••• S••••••••• L•• BD affiliatedMay 14, 2012 to Dec 20, 2013 · Charleston, Sc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 15, 2004 to Jul 8, 2010 · Charleston, Sc
- C••••••••• W••••• A•••••••• L•• to C••••••••• A•••••••• L••left May 3, 2019, registered Mar 25, 2019 (-39 days) · RIA to RIA · moved with a team
- G••••• F•••••••• P•••••• C••••••• I••• to C••••••••• W••••• A•••••••• L••left Mar 9, 2017, registered Mar 30, 2017 (21 days) · Other
- E•••• S••••••••• L•• to G••••• F•••••••• P•••••• C••••••• I•••left Dec 20, 2013, registered Dec 11, 2015 (721 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••• S••••••••• L••left Jul 8, 2010, registered May 14, 2012 (676 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