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.
L•••• M•••••• H•••••••
- V•••••• C•••••• M••••••••• I••• asset manager currentsince Sep 17, 2026 · San Antonio, Tx
- U••• F•••••••• P••••••• S••••••• formerJan 2, 2009 to Sep 15, 2010 · San Antonio, Tx
- U••• I••••••••• S••••••• C•••••• no RAUMAug 13, 2007 to Dec 31, 2008 · San Antonio, Tx
- U••• F•••••••• P••••••• S••••••• to V•••••• C•••••• M••••••••• I•••left Sep 15, 2010, registered Sep 17, 2026 (5846 days) · Other
- U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••left Dec 31, 2008, registered Jan 2, 2009 (2 days) · corporate re-registration, not a move
- L•••• M•••••• H••••••• registered as an investment adviser representative at V•••••• C•••••• M••••••••• I•••Sep 17, 2026 · Advisor registered · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address