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.
R••• L• C••••••
- Title
- SENIOR FINANCIAL ADVISORreportedmeridianfinancial.netfirm site, Sep 17, 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.
- M••••••• F•••••••• A•••••••• L•• independent RIA currentsince Feb 23, 2022 · Holliston, Ma
- F••••• I••• independent RIAJan 30, 2020 to Jun 30, 2021 · Westborough, Ma
- P•••••• C•••••• M••••••••• I•• independent RIANov 7, 2015 to Jun 11, 2019 · Providence, Ri
- H••• S••••••••• •••• I••• BD affiliatedJan 24, 2014 to Oct 15, 2015 · Vienna, Va
- A••••••••• F•••••••• S•••••••• L•• national BDAug 26, 2010 to Dec 23, 2013 · Portage, Mi
- F••••• I••• to M••••••• F•••••••• A•••••••• L••left Jun 30, 2021, registered Feb 23, 2022 (238 days) · RIA to RIA
- P•••••• C•••••• M••••••••• I•• to F••••• I•••left Jun 11, 2019, registered Jan 30, 2020 (233 days) · RIA to RIA
- H••• S••••••••• •••• I••• to P•••••• C•••••• M••••••••• I••left Oct 15, 2015, registered Nov 7, 2015 (23 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to H••• S••••••••• •••• I•••left Dec 23, 2013, registered Jan 24, 2014 (32 days) · Other
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address