RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
N••••••• A•••••••• I•••••
- Title
- VICE PRESIDENTreportedtrubeewealth.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.
- T••••• W••••• A•••••••• I••• independent RIA currentsince Apr 8, 2021 · Buffalo, Ny
- E•••••••• A•••••••• L•• national BDApr 7, 2008 to Jul 14, 2008 · Williamsville, Ny
- E•••••••• A•••••••• L•• to T••••• W••••• A•••••••• I•••left Jul 14, 2008, registered Apr 8, 2021 (4651 days) · Affiliated broker-dealer or bank to independent RIA
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