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.
D••••• A••• W•••••••
- C•••••• C••••• G••••• I••• no RAUM currentsince Sep 15, 2026 · Los Angeles, Ca
- T• R••• P•••• A••••••••• I••• asset managerJan 3, 2022 to Feb 20, 2024 · Owings Mills, Md
- J••• H•••••• I••••••••• M••••••••• L•• asset managerDec 22, 2008 to Sep 7, 2010 · Downers Grove, Il
- T• R••• P•••• A••••••••• I••• to C•••••• C••••• G••••• I•••left Feb 20, 2024, registered Sep 15, 2026 (938 days) · Other
- J••• H•••••• I••••••••• M••••••••• L•• to T• R••• P•••• A••••••••• I•••left Sep 7, 2010, registered Jan 3, 2022 (4136 days) · Other
- D••••• A••• W••••••• registered as an investment adviser representative at C•••••• C••••• G••••• I•••Sep 15, 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
- No RAUM reportedderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address