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.
P•••• M••••• S••••
- Business email
- psilva@apexinvest.orgreportedapexinvest.orgfirm site, Sep 17, 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••••••••• G•••• independent RIA currentsince Dec 19, 2024 · Hudson, Ma
- T•• P•••••• F•••••••• G••••• L•• independent RIAFeb 2, 2015 to Jan 30, 2025 · Shrewsbury, Ma
- L•• F•••••••• L•• BD affiliatedMar 10, 2009 to Oct 28, 2015 · Shrewsbury, Ma
- O•••• F•• I••• formerDec 7, 2006 to Mar 2, 2009 · Shrewsbury, Ma
- T•• P•••••• F•••••••• G••••• L•• to A••• I••••••••• G••••left Jan 30, 2025, registered Dec 19, 2024 (-42 days) · RIA to a newly registered adviser · moved with a team
- L•• F•••••••• L•• to T•• P•••••• F•••••••• G••••• L••left Oct 28, 2015, registered Feb 2, 2015 (-268 days) · Other · moved with a team
- O•••• F•• I••• to L•• F•••••••• L••left Mar 2, 2009, registered Mar 10, 2009 (8 days) · Other
- P•••• M••••• S•••• left T•• P•••••• F•••••••• G••••• L•• for A••• I••••••••• G•••• (registered 2024-12-19)Jan 30, 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address