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•••••• M••••• G•••••
- I••••••• A••••••• S•••••••• L•• mixed wealth currentsince Jun 17, 2026 · Miami, Fl
- S•••••• I••••••••• M••••••• L•• asset managerOct 22, 2025 to Nov 5, 2025 · Coral Gables, Fl
- V••••••••• I••• I••• formerSep 15, 2025 to Jun 2, 2026 · Miami, Fl
- V••••••••• I••• I••• to S•••••• I••••••••• M••••••• L••left Jun 2, 2026, registered Oct 22, 2025 (-223 days) · Other
- S•••••• I••••••••• M••••••• L•• to I••••••• A••••••• S•••••••• L••left Nov 5, 2025, registered Jun 17, 2026 (224 days) · Other
- L•••••• M••••• G••••• left V••••••••• I••• I••• for S•••••• I••••••••• M••••••• L•• (registered 2025-10-22)Jun 2, 2026 · Advisor changed firm · fact
- L•••••• M••••• G••••• left S•••••• I••••••••• M••••••• L•• for I••••••• A••••••• S•••••••• L•• (registered 2026-06-17)Nov 5, 2025 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address