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•••• P•••••• O•••••••
- Title
- Financial Advisorreportednavwm.comfirm site, Sep 16, 2026
- Business email
- myles@navwm.comreportednavwm.comfirm site, Sep 16, 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.
- N••••••••• W••••• M••••••••• independent RIA currentsince Jan 1, 2026 · Fort Collins, Co
- B••••••••• W••••• A•••••••• L•• no RAUMOct 21, 2014 to Aug 15, 2018 · Fort Collins, Co
- H••••• I••••••••• M••••••••• L•• independent RIAJul 20, 2012 to Aug 15, 2014 · Fort Collins, Co
- B••••••••• C•••••• M••••••••• L•• independent RIAJan 11, 2012 to Jul 16, 2012 · Fort Collins, Co
- V•••• F•••••••• A•••••••• I••• BD affiliatedMar 18, 2008 to Jan 19, 2012 · St. Louis, Mo
- F•••• F•••••••• A•••••••• L•• formerJan 18, 2008 to Mar 7, 2008 · Chesterfield, Mo
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 14, 2006 to Jan 2, 2008 · Frontenac, Mo
- U•• F•••••••• S••••••• I••• wirehouseJan 6, 2006 to Jun 1, 2006 · St. Louis, Mo
- B••••••••• W••••• A•••••••• L•• to N••••••••• W••••• M•••••••••left Aug 15, 2018, registered Jan 1, 2026 (2696 days) · RIA to RIA
- H••••• I••••••••• M••••••••• L•• to B••••••••• W••••• A•••••••• L••left Aug 15, 2014, registered Oct 21, 2014 (67 days) · Other
- B••••••••• C•••••• M••••••••• L•• to H••••• I••••••••• M••••••••• L••left Jul 16, 2012, registered Jul 20, 2012 (4 days) · Other
- V•••• F•••••••• A•••••••• I••• to B••••••••• C•••••• M••••••••• L••left Jan 19, 2012, registered Jan 11, 2012 (-8 days) · Other
- F•••• F•••••••• A•••••••• L•• to V•••• F•••••••• A•••••••• I•••left Mar 7, 2008, registered Mar 18, 2008 (11 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•••• F•••••••• A•••••••• L••left Jan 2, 2008, registered Jan 18, 2008 (16 days) · Other
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 1, 2006, registered Oct 14, 2006 (135 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address