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••• V•• R•••
- Professional profile
- linkedin.com/in/christi-van-rite-364b5218reportedadviserinfo.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.
- W•••• R•••• I••••••••• state registered currentsince Sep 19, 2021 · Cripple Creek, Co
- U••• C•••••• W••••• A•••••••• L•• BD affiliatedFeb 5, 2018 to Oct 4, 2021 · Houston, Tx
- R•••••• J•••• • A••••••••• I••• national BDJan 5, 2011 to Feb 5, 2018 · Austin, Tx
- R•••••• J•••• • A••••••••• I••• national BDDec 8, 2008 to Oct 26, 2009 · Austin, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 27, 2005 to Dec 10, 2008 · Austin, Tx
- U••• C•••••• W••••• A•••••••• L•• to W•••• R•••• I•••••••••left Oct 4, 2021, registered Sep 19, 2021 (-15 days) · Affiliated broker-dealer or bank to a state-registered adviser
- R•••••• J•••• • A••••••••• I••• to U••• C•••••• W••••• A•••••••• L••left Feb 5, 2018, registered Feb 5, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• • A••••••••• I•••left Dec 10, 2008, registered Dec 8, 2008 (-2 days) · Wirehouse to affiliated broker-dealer or bank
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address