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.
F••• M•••• L•••
- L•••••• I••••••••• i••••••••• wealth currentsince Aug 18, 2025 · Land O Lakes, Fl
- I•• W••••• M••••••••• L•• BD affiliatedMar 13, 2019 to Sep 12, 2025 · Lutz, Fl
- I••••••••• F•••••••• P••••••• BD affiliatedJul 20, 2012 to Mar 15, 2019 · Tampa, Fl
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 28, 2007 to Jul 19, 2012 · Boca Raton, Fl
- I•• W••••• M••••••••• L•• to L•••••• I•••••••••left Sep 12, 2025, registered Aug 18, 2025 (-25 days) · Affiliated broker-dealer or bank to independent RIA
- I••••••••• F•••••••• P••••••• to I•• W••••• M••••••••• L••left Mar 15, 2019, registered Mar 13, 2019 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- V•••• F•••••••• A•••••••• I••• to I••••••••• F•••••••• P•••••••left Jul 19, 2012, registered Jul 20, 2012 (1 days) · Other
- F••• M•••• L••• left I•• W••••• M••••••••• L•• for L•••••• I••••••••• (registered 2025-08-18)Sep 12, 2025 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address