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•••••• J••••••• W••••
- Title
- Wealth Adviserreporteddrivewealthadvisers.comfirm site, Sep 15, 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•••• W••••• A••••••• independent RIA currentsince Nov 5, 2021 · Lehi, Ut
- W•••• F•••• A••••••• wirehouseMar 24, 2017 to Nov 12, 2021 · Midvale, Ut
- M••••• S•••••• wirehouseAug 23, 2013 to Mar 27, 2017 · Salt Lake City, Ut
- W•••• F•••• A••••••• to D•••• W••••• A•••••••left Nov 12, 2021, registered Nov 5, 2021 (-7 days) · Wirehouse to independent RIA
- M••••• S•••••• to W•••• F•••• A•••••••left Mar 27, 2017, registered Mar 24, 2017 (-3 days) · Wirehouse to wirehouse
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address