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••••• A•• R••••••••
- Professional profile
- linkedin.com/in/pamela-rodriguez-cfp%C2%AE-chfc%C2%AE-7bbaa752reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince Apr 26, 2019 · Golden, Co
- L•• F•••••••• L•• BD affiliatedJun 29, 2016 to Oct 7, 2020 · Alexandria, Va
- D•••••• F•••••••• D•••••• independent RIADec 9, 2014 to Apr 26, 2019 · Alexandria, Va
- F•••• C•••••• F•••••••• P•••••••• I••• formerSep 2, 2005 to Dec 18, 2014 · 65189 Wiesbaden
- F•••• C•••••• B••• unclassifiedAug 26, 2005 to Sep 2, 2005 · Fort Worth, Tx
- L•• F•••••••• L•• to I••••••••• W••••• C••••••• L••left Oct 7, 2020, registered Apr 26, 2019 (-530 days) · Affiliated broker-dealer or bank to independent RIA
- D•••••• F•••••••• D•••••• to L•• F•••••••• L••left Apr 26, 2019, registered Jun 29, 2016 (-1031 days) · Other
- F•••• C•••••• F•••••••• P•••••••• I••• to D•••••• F•••••••• D••••••left Dec 18, 2014, registered Dec 9, 2014 (-9 days) · Other
- F•••• C•••••• B••• to F•••• C•••••• F•••••••• P•••••••• I•••left Sep 2, 2005, registered Sep 2, 2005 (0 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