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.
J•••••• M•••••• P••••
- I••••••••• A•••••• A•••••••• L•• i••••••••• wealth currentsince Aug 29, 2025 · Oregon City, Or
- F•••••••• A•••••••• I••••••••• M••••••••• formerJan 17, 2013 to Sep 25, 2025 · Olympia, Wa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 13, 2010 to Nov 19, 2012 · Bend, Or
- F•••••••• A•••••••• I••••••••• M••••••••• to I••••••••• A•••••• A•••••••• L••left Sep 25, 2025, registered Aug 29, 2025 (-27 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••••••• A•••••••• I••••••••• M•••••••••left Nov 19, 2012, registered Jan 17, 2013 (59 days) · Other
- J•••••• M•••••• P•••• left F•••••••• A•••••••• I••••••••• M••••••••• for I••••••••• A•••••• A•••••••• L•• (registered 2025-08-29)Sep 25, 2025 · a•••••• firm change · 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
- I••••••••• WEALTHderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address