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.
M•••••• W•••• G•••••••
- W••••• W•••• A•••••••• I•• i••••••••• wealth currentsince May 20, 2020 · Comer, Ga
- W••••• W•••• A•••••••• I•• i••••••••• wealthMay 17, 2016 to Oct 9, 2019 · Bogart, Ga
- V•••• F•••••••• A•••••••• I••• BD affiliatedJul 2, 2015 to Apr 28, 2016 · Evans, Ga
- I•• A•••••••• L•• i••••••••• wealthJun 19, 2015 to Aug 25, 2015 · Atlanta, Ga
- I••••••••• F•••••••• P••••••• BD affiliatedMay 22, 2012 to Jul 8, 2015 · Athens, Ga
- E••••• J•••• national BDJan 29, 2007 to May 14, 2012 · Covington, Ga
- V•••• F•••••••• A•••••••• I••• to W••••• W•••• A•••••••• I••left Apr 28, 2016, registered May 17, 2016 (19 days) · Other
- I•• A•••••••• L•• to V•••• F•••••••• A•••••••• I•••left Aug 25, 2015, registered Jul 2, 2015 (-54 days) · Other
- I••••••••• F•••••••• P••••••• to I•• A•••••••• L••left Jul 8, 2015, registered Jun 19, 2015 (-19 days) · Other
- E••••• J•••• to I••••••••• F•••••••• P•••••••left May 14, 2012, registered May 22, 2012 (8 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address