RIA Intelligence
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R•••••• G•••••••• S•••••••
- Business email
- roberto@lifecapital-partners.comreportedlifecapital-partners.comfirm site, Sep 17, 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.
- L••••••••• P••••••• L•• independent RIA currentsince Nov 21, 2025 · New York, Ny
- E•••••••• A•••••••• L•• national BDApr 15, 2009 to Dec 3, 2025 · New York, Ny
- E•••••••• A•••••••• L•• to L••••••••• P••••••• L••left Dec 3, 2025, registered Nov 21, 2025 (-12 days) · Affiliated broker-dealer or bank to a newly registered adviser
- R•••••• G•••••••• S••••••• left E•••••••• A•••••••• L•• for L••••••••• P••••••• L•• (registered 2025-11-21)Dec 3, 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address