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••••• L••••• S••••
- Title
- Presidentreportedbuildyourblueprint.comfirm site, Sep 15, 2026
- Partner or owner
- “Partner”reportedbuildyourblueprint.comthe sentence on the bio page
- Business email
- andrea.swope@buildyourblueprint.comreportedbuildyourblueprint.comfirm site, Sep 15, 2026
- Professional profile
- buildyourblueprint.com/our-team/andrea-swopereportedbuildyourblueprint.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.
- B•••••••• F•••••••• A••••••• independent RIA currentsince Oct 3, 2022 · Charlotte, Nc
- B•••••••• I••••••••• P••••••• L•• asset managerOct 5, 2022 to Jun 30, 2025 · Greensboro, Nc
- W••••••• F•••••••• S•••••••• I••• formerAug 18, 2020 to Sep 30, 2022 · Charlotte, Nc
- H••••• R•••• formerOct 7, 2019 to Sep 1, 2020 · Charlotte, Nc
- C••• S••••• P••••••• BD affiliatedJan 22, 2019 to Jan 29, 2019 · Charlotte, Nc
- S••••••••• A•••••••• I••• mixed wealthSep 13, 2016 to Mar 23, 2017 · Charlotte, Nc
- C•••••• G••••••• W••••• M••••••••• L•• formerApr 13, 2010 to Nov 20, 2014 · Miami, Fl
- M••••• S•••••• wirehouseJun 1, 2009 to Apr 29, 2010 · Cornelius, Nc
- C•••••••• G••••• M•••••• I••• BD affiliatedNov 3, 2008 to Jun 1, 2009 · Cornelius, Nc
- B•••••••• I••••••••• P••••••• L•• to no registered destinationleft Jun 30, 2025 · Departure, no registered destination
- W••••••• F•••••••• S•••••••• I••• to B•••••••• F•••••••• A•••••••left Sep 30, 2022, registered Oct 3, 2022 (3 days) · Other
- H••••• R•••• to W••••••• F•••••••• S•••••••• I•••left Sep 1, 2020, registered Aug 18, 2020 (-14 days) · RIA to affiliated broker-dealer or bank
- C••• S••••• P••••••• to H••••• R••••left Jan 29, 2019, registered Oct 7, 2019 (251 days) · Affiliated broker-dealer or bank to independent RIA
- S••••••••• A•••••••• I••• to C••• S••••• P•••••••left Mar 23, 2017, registered Jan 22, 2019 (670 days) · RIA to affiliated broker-dealer or bank
- C•••••• G••••••• W••••• M••••••••• L•• to S••••••••• A•••••••• I•••left Nov 20, 2014, registered Sep 13, 2016 (663 days) · Other
- M••••• S•••••• to C•••••• G••••••• W••••• M••••••••• L••left Apr 29, 2010, registered Apr 13, 2010 (-16 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- A••••• L••••• S•••• no longer registered at B•••••••• I••••••••• P••••••• L••; no later IA registration on IAPDJun 30, 2025 · Advisor departure · fact
- A••••• L••••• S•••• left W••••••• F•••••••• S•••••••• I••• for B•••••••• F•••••••• A••••••• (registered 2022-10-03)Sep 30, 2022 · 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