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••••• D•••• G•••
- Professional profile
- linkedin.com/in/andrew-gray-cfp%C2%AE-09b6ba1reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- G••• W••••• S••••••••• L•• state registered currentsince Apr 28, 2022 · Bend, Or
- A•• W••••• M••••••••• • C••••••••• S••••••• formerJan 14, 2021 to Mar 2, 2022 · Bend, Or
- V•••••••• V•••••••• L•• formerJan 5, 2016 to Dec 31, 2020 · Bend, Or
- M••••• W••••• A••••••• independent RIANov 13, 2014 to Feb 25, 2015 · Austin, Tx
- U••• I••••••••• S••••••• C•••••• no RAUMMar 12, 2013 to Nov 6, 2013 · San Antonio, Tx
- U••• F•••••••• P••••••• S••••••• formerJun 20, 2008 to Sep 24, 2014 · San Antonio, Tx
- B••• W••••• M••••••••• I••• formerNov 29, 2007 to Mar 26, 2008 · Austin, Tx
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJan 12, 2007 to Jul 5, 2007 · Austin, Tx
- A•• W••••• M••••••••• • C••••••••• S••••••• to G••• W••••• S••••••••• L••left Mar 2, 2022, registered Apr 28, 2022 (57 days) · RIA to a state-registered adviser
- V•••••••• V•••••••• L•• to A•• W••••• M••••••••• • C••••••••• S•••••••left Dec 31, 2020, registered Jan 14, 2021 (14 days) · RIA to RIA · moved with a team
- M••••• W••••• A••••••• to V•••••••• V•••••••• L••left Feb 25, 2015, registered Jan 5, 2016 (314 days) · Other
- U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••left Sep 24, 2014, registered Mar 12, 2013 (-561 days) · channel change inside one enterprise, not a move
- U••• I••••••••• S••••••• C•••••• to M••••• W••••• A•••••••left Nov 6, 2013, registered Nov 13, 2014 (372 days) · Other
- B••• W••••• M••••••••• I••• to U••• F•••••••• P••••••• S•••••••left Mar 26, 2008, registered Jun 20, 2008 (86 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to B••• W••••• M••••••••• I•••left Jul 5, 2007, registered Nov 29, 2007 (147 days) · Other
- A••••• D•••• G••• left A•• W••••• M••••••••• • C••••••••• S••••••• for G••• W••••• S••••••••• L•• (registered 2022-04-28)Mar 2, 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address