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.
M••••• J••••• H•••••
- L•• F•••••••• L•• BD affiliated currentsince May 6, 2026 · Bloomfield Hills, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 11, 2022 to May 7, 2026 · Bloomfield Hills, Mi
- H••••••••• F•••••••• A••••••• BD affiliatedAug 25, 2020 to Oct 27, 2022 · Birmingham, Mi
- P•• C•••••• A••••••• L•• otherJun 12, 2013 to May 8, 2019 · Troy, Mi
- P•••••••• S••••••••• I••• BD affiliatedMar 30, 2011 to Jun 17, 2011 · Phoenix, Az
- P•••••••• S••••••••• I••• BD affiliatedSep 25, 2007 to Sep 27, 2010 · Phoenix, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left May 7, 2026, registered May 6, 2026 (-1 days) · Wirehouse to affiliated broker-dealer or bank
- H••••••••• F•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 27, 2022, registered Oct 11, 2022 (-16 days) · Affiliated broker-dealer or bank to wirehouse
- P•• C•••••• A••••••• L•• to H••••••••• F•••••••• A•••••••left May 8, 2019, registered Aug 25, 2020 (475 days) · Other
- P•••••••• S••••••••• I••• to P•• C•••••• A••••••• L••left Jun 17, 2011, registered Jun 12, 2013 (726 days) · Other
- M••••• J••••• H••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L•• (registered 2026-05-06)May 7, 2026 · Advisor changed firm · fact
- M••••• J••••• H••••• left H••••••••• F•••••••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-10-11)Oct 27, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address