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.
A•••••••• G••• M••••••
- Professional profile
- LINKEDIN.COM/IN/A••••••••-M••••••-700BB374reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M• W••••• M••••••••• L•• independent RIA currentsince Nov 12, 2015 · San Diego, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerNov 24, 2009 to Oct 3, 2017 · San Diego, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to M• W••••• M••••••••• L••left Oct 3, 2017, registered Nov 12, 2015 (-691 days) · Other · moved with a team
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address