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.
C•••••• H••••••••• G••••••••
- Professional profile
- LINKEDIN.COM/IN/C••••••-G••••••••-CTFA-AIF-20041B22reportedadviserinfo.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.
- S•••••• W••••• M••••••••• L•• state registered currentsince Oct 21, 2015 · Olympia, Wa
- C••••• A••••••• L•• formerApr 19, 2012 to Oct 20, 2015 · Greenwood Village, Co
- C••••••• I••••••••• G•••• independent RIAApr 17, 2012 to Oct 20, 2015 · Olympia, Wa
- C•••••••• W••••• M••••••••• unclassifiedSep 7, 2010 to Mar 26, 2012 · Tumwater, Wa
- M••••• S•••••• wirehouseJun 1, 2009 to Aug 27, 2010 · Olympia, Wa
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 27, 2004 to Jun 1, 2009 · Olympia, Wa
- C••••• A••••••• L•• to S•••••• W••••• M••••••••• L••left Oct 20, 2015, registered Oct 21, 2015 (1 days) · Other
- C••••••• I••••••••• G•••• to C••••• A••••••• L••left Oct 20, 2015, registered Apr 19, 2012 (-1279 days) · Other
- C•••••••• W••••• M••••••••• to C••••••• I••••••••• G••••left Mar 26, 2012, registered Apr 17, 2012 (22 days) · Other
- M••••• S•••••• to C•••••••• W••••• M•••••••••left Aug 27, 2010, registered Sep 7, 2010 (11 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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