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.
R••••• K•••• F••••
- S••••• W••••• A•••••••• I••• no RAUM currentsince Mar 19, 2026 · Westlake, Tx
- P•• M•••••• A•••••• S••••••••• I••• formerSep 26, 2014 to Apr 27, 2016 · Keller, Tx
- T• A••••••••• I••••••••• M••••••••• L•• formerJul 12, 2012 to Apr 25, 2014 · Fort Worth, Tx
- T• A••••••••• I••• formerJul 12, 2012 to Apr 25, 2014 · Westlake, Tx
- P•• M•••••• A•••••• S••••••••• I••• to S••••• W••••• A•••••••• I•••left Apr 27, 2016, registered Mar 19, 2026 (3613 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Apr 25, 2014, registered Jul 12, 2012 (-652 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Apr 25, 2014, registered Jul 12, 2012 (-652 days) · Other
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
- No RAUM reportedderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address