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.
- Title
- Wealth Adviserreportedhorsecovepartners.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.
- H•••• C••• P••••••• L•• mixed wealth currentsince Jan 1, 2026 · Atlanta, Ga
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 25, 2024 to Dec 31, 2024 · Franklin, Tn
- S••••••• F•••••••• S•••••••• I••• formerDec 8, 2006 to Dec 31, 2015 · Brentwood, Tn
- C••••• I••••••••• A••••••• L•• to H•••• C••• P••••••• L••left Dec 31, 2024, registered Jan 1, 2026 (366 days) · Affiliated broker-dealer or bank to independent RIA
- S••••••• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Dec 31, 2015, registered Nov 25, 2024 (3252 days) · Other
- Danna Lee Raube left Cetera Investment Advisers Llc for Horse Cove Partners Llc (registered 2026-01-01)Dec 31, 2024 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address