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.
T•••••• J• B•••••••
- Business email
- tim.bartlett@uniquewealth.comreporteduniquewealth.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.
- U••••• W•••••• L•• independent RIA currentsince Jun 7, 2021 · Tampa, Fl
- N••••••••• M••••• I••••••••• S••••••••• no RAUMSep 29, 2015 to Dec 11, 2019 · Tampa, Fl
- F•••• T•••• S••••••••• I••• BD affiliatedFeb 11, 2014 to Sep 14, 2015 · Clearwater, Fl
- M•• F•••••••• S•••••••• I••• formerOct 9, 2013 to Feb 11, 2014 · Tampa, Fl
- B•••••••• I••••••••• M••••••••• L•• asset managerOct 22, 2008 to Aug 16, 2012 · Princeton, Nj
- N••••••••• M••••• I••••••••• S••••••••• to U••••• W•••••• L••left Dec 11, 2019, registered Jun 7, 2021 (544 days) · Other · moved with a team
- F•••• T•••• S••••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••left Sep 14, 2015, registered Sep 29, 2015 (15 days) · Other
- M•• F•••••••• S•••••••• I••• to F•••• T•••• S••••••••• I•••left Feb 11, 2014, registered Feb 11, 2014 (0 days) · Other
- B•••••••• I••••••••• M••••••••• L•• to M•• F•••••••• S•••••••• I•••left Aug 16, 2012, registered Oct 9, 2013 (419 days) · Other
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address