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•••••• R••••• L•••
- B•••••••• I••••••••• M••••••••• L•• asset manager currentsince May 2, 2014 · Oakland Township, Mi
- M•••••• L•••• I••••••••• M••••••• L• unclassifiedMay 23, 2006 to Sep 29, 2006 · Bloomfield Hills, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 12, 2005 to May 23, 2006 · Bloomfield Hills, Mi
- M•••••• L•••• I••••••••• M••••••• L• to B•••••••• I••••••••• M••••••••• L••left Sep 29, 2006, registered May 2, 2014 (2772 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•••••• L•••• I••••••••• M••••••• L•left May 23, 2006, registered May 23, 2006 (0 days) · Other
- J•••••• R••••• L••• no longer holds an investment adviser registration (last listed at B•••••••• I••••••••• M••••••••• L•• on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address