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.
Justin James Long
- Business email
- laura.long@diazowealth.comreporteddiazo.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/payton-long-2b59a7350reporteddiazo.comfirm site, Sep 16, 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.
- Diazo, LLC independent RIA currentsince Feb 7, 2023 · Henderson, Nv
- Innovative Adviser Solutions, LLC formerOct 27, 2020 to Mar 30, 2023 · Seattle, Wa
- Ek Riley Investments, LLC formerSep 12, 2019 to Nov 6, 2020 · Henderson, Nv
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to May 3, 2019 · Boston, Ma
- Strategic Advisers LLC national BDJul 15, 2011 to Jul 13, 2018 · Henderson, Nv
- New England Securities Corporation formerMay 10, 2011 to Jun 1, 2011 · Las Vegas, Nv
- Innovative Adviser Solutions, LLC to Diazo, LLCleft Mar 30, 2023, registered Feb 7, 2023 (-51 days) · RIA to a newly registered adviser
- Ek Riley Investments, LLC to Innovative Adviser Solutions, LLCleft Nov 6, 2020, registered Oct 27, 2020 (-10 days) · RIA to RIA · moved with a team
- Fidelity Personal And Workplace Advisors to Ek Riley Investments, LLCleft May 3, 2019, registered Sep 12, 2019 (132 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- New England Securities Corporation to Strategic Advisers LLCleft Jun 1, 2011, registered Jul 15, 2011 (44 days) · Other
- Justin James Long left Innovative Adviser Solutions, Llc for Diazo, Llc (registered 2023-02-07)Mar 30, 2023 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address