RIA Intelligence
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- Professional profile
- linkedin.com/in/charlie-tian-2315851reportedadviserinfo.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.
- G•••••••• I••••••••• L•• asset manager currentsince Dec 10, 2021 · Plano, Tx
- G•••••••• C•••••• M••••••••• L•• unclassifiedJan 1, 2009 to Dec 22, 2011 · Plano, Tx
- G•••••••• C•••••• M••••••••• L•• unclassifiedDec 17, 2007 to Dec 31, 2008 · Plano, Tx
- G•••••••• C•••••• M••••••••• L•• to G•••••••• I••••••••• L••left Dec 22, 2011, registered Dec 10, 2021 (3641 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address