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.
C•••••• L•••• A•••••
- L•• F•••••••• L•• BD affiliated currentsince Mar 26, 2026 · Hudsonville, Mi
- R••••• W• B•••• • C•• I••••••••• mixed wealthOct 18, 2019 to Oct 29, 2024 · Holland - Downtown, Mi
- J••••• H•••••••• W••• L••••• L•• formerJul 6, 2006 to Oct 18, 2019 · Holland, Mi
- R••••• W• B•••• • C•• I••••••••• to L•• F•••••••• L••left Oct 29, 2024, registered Mar 26, 2026 (513 days) · RIA to affiliated broker-dealer or bank
- J••••• H•••••••• W••• L••••• L•• to R••••• W• B•••• • C•• I•••••••••left Oct 18, 2019, registered Oct 18, 2019 (0 days) · corporate re-registration, not a move
- C•••••• L•••• A••••• left R••••• W• B•••• • C•• I••••••••• for L•• F•••••••• L•• (registered 2026-03-26)Oct 29, 2024 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address