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.
M•••••• A••• S••••••
- Business email
- michael@diamondclientgroup.comreporteddiamondclientgroup.comfirm site, Sep 17, 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.
- D•••••• C••••• G••••• L•• independent RIA currentsince Oct 29, 2021 · The Woodlands, Tx
- M•• I•••••••• S•••••••• L•• BD affiliatedApr 13, 2016 to Oct 26, 2021 · The Woodlands, Tx
- P••• A••••• S••••••••• L•• BD affiliatedOct 26, 2011 to Mar 23, 2016 · Houston, Tx
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 16, 2010 to Apr 27, 2011 · Houston, Tx
- A••••••••• F•••••••• S•••••••• L•• national BDNov 4, 2005 to Nov 3, 2010 · Sugar Land, Tx
- M•• I•••••••• S•••••••• L•• to D•••••• C••••• G••••• L••left Oct 26, 2021, registered Oct 29, 2021 (3 days) · Affiliated broker-dealer or bank to independent RIA
- P••• A••••• S••••••••• L•• to M•• I•••••••• S•••••••• L••left Mar 23, 2016, registered Apr 13, 2016 (21 days) · Other · moved with a team
- C•••••••• I••••••••• R••••••• A•••••••• I••• to P••• A••••• S••••••••• L••left Apr 27, 2011, registered Oct 26, 2011 (182 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 3, 2010, registered Nov 16, 2010 (13 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address