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.
B••• K• V••••
- C••••••• P••••••• independent RIA currentsince Nov 25, 2025 · Overland Park, Ks
- B••• W••••• A••••••• formerSep 21, 2015 to Mar 27, 2026 · North B•••Esda, Md
- W•••• F•••• A••••••• wirehouseFeb 1, 2008 to Sep 28, 2015 · Mclean, Va
- U•• F•••••••• S••••••• I••• wirehouseJul 25, 2005 to Feb 8, 2008 · B•••Esda, Md
- B••• W••••• A••••••• to C••••••• P•••••••left Mar 27, 2026, registered Nov 25, 2025 (-122 days) · RIA to RIA · moved with a team
- W•••• F•••• A••••••• to B••• W••••• A•••••••left Sep 28, 2015, registered Sep 21, 2015 (-7 days) · Other
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Feb 8, 2008, registered Feb 1, 2008 (-7 days) · Wirehouse to wirehouse
- B••• K• V•••• left B••• W••••• A••••••• for C••••••• P••••••• (registered 2025-11-25)Mar 27, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address