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•••• G•••• R••••
- Title
- Portfolio Managerreportedvisticawa.comfirm site, Sep 15, 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.
- V•••••• W••••• A•••••••• L•• independent RIA currentsince Oct 23, 2020 · Carlsbad, Ca
- L•••••••• W•••••• L•• unclassifiedJul 1, 2020 to Aug 23, 2023 · Biloxi, Ms
- C••••• S•••••••• W••••• L•• independent RIAJan 5, 2016 to Dec 31, 2019 · Biloxi, Ms
- A••••••••• L•• formerJul 1, 2015 to Dec 17, 2015 · Gulfport, Ms
- B••••••••• S•••••••• W•••••• L•• formerJul 17, 2013 to Jun 25, 2015 · St Louis, Mo
- A••••••••• L•• formerFeb 2, 2011 to Jun 24, 2013 · Gulfport, Ms
- L•••••••• W•••••• L•• to V•••••• W••••• A•••••••• L••left Aug 23, 2023, registered Oct 23, 2020 (-1034 days) · Other
- C••••• S•••••••• W••••• L•• to L•••••••• W•••••• L••left Dec 31, 2019, registered Jul 1, 2020 (183 days) · Other
- A••••••••• L•• to C••••• S•••••••• W••••• L••left Dec 17, 2015, registered Jan 5, 2016 (19 days) · Other
- B••••••••• S•••••••• W•••••• L•• to A••••••••• L••left Jun 25, 2015, registered Jul 1, 2015 (6 days) · Other
- A••••••••• L•• to B••••••••• S•••••••• W•••••• L••left Jun 24, 2013, registered Jul 17, 2013 (23 days) · Other
- A•••• G•••• R•••• left L•••••••• W•••••• L•• for V•••••• W••••• A•••••••• L•• (registered 2020-10-23)Aug 23, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address