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.
G•••••• A•••• S••••••••
- M•••••• A••••••• G•••• state registered currentsince May 1, 2026 · Fort Worth, Tx
- M•••••• A••••••• G•••• state registeredMay 8, 2025 to Dec 31, 2025 · Fort Worth, Tx
- M•••••• A••••••• G•••• state registeredFeb 4, 2021 to Dec 31, 2024 · Fort Worth, Tx
- I•• A•••••••• I••• mixed wealthNov 30, 2017 to Dec 9, 2020 · Dallas, Tx
- J••• M••••• I••••••••• M••••••••• I••• asset managerJan 12, 2006 to Feb 21, 2006 · New York, Ny
- J••• M••••• A•••• M••••••••• unclassifiedFeb 7, 2005 to Dec 31, 2005 · Columbus, Oh
- M••••• S•••••• D• I••• unclassifiedJul 13, 2004 to Feb 2, 2005 · Columbus, Oh
- I•• A•••••••• I••• to M•••••• A••••••• G••••left Dec 9, 2020, registered Feb 4, 2021 (57 days) · RIA to a state-registered adviser
- J••• M••••• I••••••••• M••••••••• I••• to I•• A•••••••• I•••left Feb 21, 2006, registered Nov 30, 2017 (4300 days) · Other
- J••• M••••• A•••• M••••••••• to J••• M••••• I••••••••• M••••••••• I•••left Dec 31, 2005, registered Jan 12, 2006 (12 days) · Other
- M••••• S•••••• D• I••• to J••• M••••• A•••• M•••••••••left Feb 2, 2005, registered Feb 7, 2005 (5 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
- STATE REGISTEREDderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address