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.
- P•••••• mixed wealth currentsince Dec 8, 2025 · Shelton, Ct
- O••••• L••••• V••••••• I••••••••• G••••• I••• formerApr 28, 2021 to Dec 8, 2025 · Flint, Mi
- S•• BD affiliatedFeb 9, 2010 to Apr 29, 2021 · Ann Arbor, Mi
- O••••• L••••• V••••••• I••••••••• G••••• I••• to P••••••left Dec 8, 2025, registered Dec 8, 2025 (0 days) · RIA to RIA · moved with a team
- S•• to O••••• L••••• V••••••• I••••••••• G••••• I•••left Apr 29, 2021, registered Apr 28, 2021 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- J•••• M•••••• V••••••• left O••••• L••••• V••••••• I••••••••• G••••• I••• for Procyon (registered 2025-12-08)Dec 8, 2025 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address