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•••• M••••• W••••••••
- Professional profile
- LINKEDIN.COM/IN/A••••-W••••••••-CBFA-55701B92reportedadviserinfo.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.
- A••••• P•••• R••••••••• G•••• L•• state registered currentsince Jan 1, 2025 · Middleville, Mi
- F•••••••• F•••••••• A••••••• independent RIAFeb 29, 2024 to Mar 30, 2026 · Grand Rapids, Mi
- F•••••••• F•••••••• A••••••• independent RIASep 18, 2014 to Nov 23, 2015 · Grand Rapids, Mi
- O••••••••• • C•• I••• BD affiliatedJul 18, 2011 to Aug 15, 2014 · Grand Rapids, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 10, 2009 to Jul 18, 2011 · Grand Rapids, Mi
- W•••••• • R••• formerAug 26, 2008 to Nov 2, 2009 · Grand Rapids, Mi
- E••••• J•••• national BDSep 21, 2007 to Jul 2, 2008 · Wayland, Mi
- F•••••••• F•••••••• A••••••• to A••••• P•••• R••••••••• G•••• L••left Mar 30, 2026, registered Jan 1, 2025 (-453 days) · RIA to a state-registered adviser
- O••••••••• • C•• I••• to F•••••••• F•••••••• A•••••••left Aug 15, 2014, registered Sep 18, 2014 (34 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O••••••••• • C•• I•••left Jul 18, 2011, registered Jul 18, 2011 (0 days) · Other
- W•••••• • R••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 2, 2009, registered Nov 10, 2009 (8 days) · Other
- E••••• J•••• to W•••••• • R•••left Jul 2, 2008, registered Aug 26, 2008 (55 days) · Other
- A•••• M••••• W•••••••• left F•••••••• F•••••••• A••••••• for A••••• P•••• R••••••••• G•••• L•• (registered 2025-01-01)Mar 30, 2026 · 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