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RIA Intelligence

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Registered advisor

C••••••••• T••••• C•••••••

S•••••• • G•••••• L••independent RIAEl Segundo, CaIA-onlyIAPD 5014713
Feed of 09/14/2026
Also filed as C•••• C•••••••
At current firm
12 y
since Feb 10, 2014
In the industry
23 y
since Oct 17, 2002 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Professional profile
••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Registration history
IAPD current and previous registrations
    Moves
    a registration end followed by a registration begin elsewhere
    No firm change on the tape.
    Signals
    No dated event on this person.
    Transition signals

    Mobility scoring is not published yet.

    Provenance
    Source
    IAPD individual compilation feedreportedadviserinfo.sec.gov
    Firm class
    Independent wealth managerderived
    Years in industry
    23derivedfrom the earliest dated exam, employment or registration
    Not published
    disclosure flags, outside business text, branch street address