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•••• P•••••• S••••••
- Professional profile
- linkedin.com/in/jason-soloman-tiareportedadviserinfo.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.
- T••••••• I••••••••• A•••••••• L•• state registered currentsince Jan 6, 2015 · Huntersville, Nc
- T••••••• I••••••••• A•••••••• L•• state registeredFeb 16, 2011 to Dec 31, 2014 · Huntersville, Nc
- T••••••• W••••• R•• unclassifiedMar 2, 2010 to Jan 11, 2011 · Charlotte, Nc
- T••••••• W••••• R•• unclassifiedNov 6, 2008 to Dec 31, 2009 · Charlotte, Nc
- S••••• A••• I••••••••• A•••••• S•••••••• I••• formerMay 1, 2007 to Apr 25, 2008 · Charlotte, Nc
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedFeb 6, 2007 to May 10, 2007 · Chicago, Il
- T••••••• W••••• R•• to T••••••• I••••••••• A•••••••• L••left Jan 11, 2011, registered Feb 16, 2011 (36 days) · Other
- S••••• A••• I••••••••• A•••••• S•••••••• I••• to T••••••• W••••• R••left Apr 25, 2008, registered Nov 6, 2008 (195 days) · Other
- U•••• F•••••••• S••••••• G••••• I••• to S••••• A••• I••••••••• A•••••• S•••••••• I•••left May 10, 2007, registered May 1, 2007 (-9 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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address