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.
L•• C••••••••• L•••••
- Title
- Chief Executive Officerreportedeverstarassetmanagement.comfirm site, Sep 15, 2026
- Professional profile
- everstarassetmanagement.com/personnel/lee-larsonreportedeverstarassetmanagement.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.
- E••••••• A•••• M••••••••• L•• independent RIA currentsince Jun 6, 2021 · Mooresville, Nc
- C•• A•••• M••••••••• G•••• independent RIAJul 8, 2015 to May 28, 2021 · Mooresville, Nc
- H••••• H••••• W••••• A•••••••• L•• independent RIAJul 5, 2012 to Jul 7, 2015 · Indian Land, Sc
- R•••• A•••• M••••••••• L•• unclassifiedJan 4, 2010 to Jul 3, 2012
- F•• P•••••• W••••• M••••••••• I••• independent RIAJun 14, 2006 to Sep 10, 2007 · Waterloo, Ia
- C•• A•••• M••••••••• G•••• to E••••••• A•••• M••••••••• L••left May 28, 2021, registered Jun 6, 2021 (9 days) · RIA to RIA
- H••••• H••••• W••••• A•••••••• L•• to C•• A•••• M••••••••• G••••left Jul 7, 2015, registered Jul 8, 2015 (1 days) · Other
- R•••• A•••• M••••••••• L•• to H••••• H••••• W••••• A•••••••• L••left Jul 3, 2012, registered Jul 5, 2012 (2 days) · Other
- F•• P•••••• W••••• M••••••••• I••• to R•••• A•••• M••••••••• L••left Sep 10, 2007, registered Jan 4, 2010 (847 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address