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.
A•••••• W•••• G••••••••
- Title
- Client Service Associatereportedvestorcapital.comfirm site, Sep 15, 2026
- Professional profile
- vestorcapital.com/team/tony-w-greenwoodreportedvestorcapital.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.
- V••••• C••••••• L•• independent RIA currentsince Jul 26, 2022 · Chicago, Il
- C•••••• S••••• • C••• I••• national BDJan 26, 2022 to May 16, 2022 · Northbrook, Il
- T• A••••••••• I••••••••• M••••••••• L•• formerAug 19, 2014 to May 14, 2022 · Chicago, Il
- T• A••••••••• I••• formerAug 19, 2014 to May 14, 2022 · Fort Worth, Tx
- C•••••• S••••• • C••• I••• to V••••• C••••••• L••left May 16, 2022, registered Jul 26, 2022 (71 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left May 14, 2022, registered Aug 19, 2014 (-2825 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to C•••••• S••••• • C••• I•••left May 14, 2022, registered Jan 26, 2022 (-108 days) · channel change inside one enterprise, not a move
- A•••••• W•••• G•••••••• left C•••••• S••••• • C••• I••• for V••••• C••••••• L•• (registered 2022-07-26)May 16, 2022 · 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