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•••••• B••• C••••••
- Title
- Partnerreportedatlanticedgewealth.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.
- A••••••• E••• P•••••• W••••• M••••••••• independent RIA currentsince Dec 19, 2025 · Jacksonville, Fl
- B•• W••••• A•••••••• L•• formerApr 5, 2017 to Sep 25, 2023 · Jacksonville, Fl
- L•• W••••• M••••••••• L•• formerJan 27, 2011 to May 19, 2017 · Jacksonville, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 21, 2009 to Jan 6, 2011 · Jacksonville, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 3, 2006 to Apr 8, 2008 · Charlotte, Nc
- A••••••••• F•••••••• S•••••••• L•• national BDDec 14, 2005 to Jun 16, 2006 · Charlotte, Nc
- B•• W••••• A•••••••• L•• to A••••••• E••• P•••••• W••••• M•••••••••left Sep 25, 2023, registered Dec 19, 2025 (816 days) · RIA to RIA · moved with a team
- L•• W••••• M••••••••• L•• to B•• W••••• A•••••••• L••left May 19, 2017, registered Apr 5, 2017 (-44 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• W••••• M••••••••• L••left Jan 6, 2011, registered Jan 27, 2011 (21 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 8, 2008, registered Jul 21, 2009 (469 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jun 16, 2006, registered Oct 3, 2006 (109 days) · Other
- M•••••• B••• C•••••• left B•• W••••• A•••••••• L•• for A••••••• E••• P•••••• W••••• M••••••••• (registered 2025-12-19)Sep 25, 2023 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address