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.
M•••••• F••••••• B•••••
- B••••• F•••••••• P•••••••• L•• state registered currentsince Dec 12, 2019 · Bethesda, Md
- F•••••• independent RIANov 24, 2025 to Jan 23, 2026 · Bethesda, Md
- S• A•••••••• L•• independent RIAJul 12, 2016 to Oct 24, 2019 · Atlanta, Ga
- E•••• S••••••••• L•• BD affiliatedJan 6, 2015 to Jul 12, 2016 · Bethesda, Md
- F•••••• to no registered destinationleft Jan 23, 2026 · Departure, no registered destination
- S• A•••••••• L•• to B••••• F•••••••• P•••••••• L••left Oct 24, 2019, registered Dec 12, 2019 (49 days) · Affiliated broker-dealer or bank to a state-registered adviser
- E•••• S••••••••• L•• to S• A•••••••• L••left Jul 12, 2016, registered Jul 12, 2016 (0 days) · Other
- M•••••• F••••••• B••••• no longer registered at Farther; no later IA registration on IAPDJan 23, 2026 · Advisor departure · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address