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.
P•••• W•••••• D•••••
- G•••• W••••• M••••••••• L•• independent RIA currentsince Nov 29, 2025 · Brighton, Mi
- B•• A••••••• state registeredAug 28, 2019 to Aug 26, 2024 · Livonia, Mi
- C•••••• A••••••• S•••••••• L•• independent RIAFeb 1, 2019 to Sep 26, 2019 · Livonia, Mi
- H•• A••••••• S••••••• L•• independent RIAApr 12, 2018 to Dec 31, 2018 · Livonia, Mi
- F•••••••• E••••• S•••••••• I••• formerJul 28, 2015 to Apr 25, 2018 · Livoinia, Mi
- R••••••••• R••••••••• L•• independent RIAMay 22, 2013 to Jun 19, 2015 · Auburn Hills, Mi
- G••••••• A•••••••• L•• independent RIAJan 23, 2013 to Jul 1, 2013 · Livonia, Mi
- G••••• F•••••••• P•••••• C••••••• I••• formerDec 15, 2011 to Jan 17, 2013 · Livonia, Mi
- B•• A••••••• to G•••• W••••• M••••••••• L••left Aug 26, 2024, registered Nov 29, 2025 (460 days) · Other
- C•••••• A••••••• S•••••••• L•• to B•• A•••••••left Sep 26, 2019, registered Aug 28, 2019 (-29 days) · RIA to a state-registered adviser
- H•• A••••••• S••••••• L•• to C•••••• A••••••• S•••••••• L••left Dec 31, 2018, registered Feb 1, 2019 (32 days) · RIA to RIA
- F•••••••• E••••• S•••••••• I••• to H•• A••••••• S••••••• L••left Apr 25, 2018, registered Apr 12, 2018 (-13 days) · Affiliated broker-dealer or bank to independent RIA
- R••••••••• R••••••••• L•• to F•••••••• E••••• S•••••••• I•••left Jun 19, 2015, registered Jul 28, 2015 (39 days) · Other
- G••••••• A•••••••• L•• to R••••••••• R••••••••• L••left Jul 1, 2013, registered May 22, 2013 (-40 days) · Other
- G••••• F•••••••• P•••••• C••••••• I••• to G••••••• A•••••••• L••left Jan 17, 2013, registered Jan 23, 2013 (6 days) · Other
- P•••• W•••••• D••••• left B•• A••••••• for G•••• W••••• M••••••••• L•• (registered 2025-11-29)Aug 26, 2024 · 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