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.
A••••••••• O••••• L•••••
- Professional profile
- linkedin.com/in/anna-marie-lovell-6702a72b2reportedadviserinfo.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.
- O••• W•••• A••••••• P••••••• state registered currentsince Aug 5, 2026 · La Jolla, Ca
- I••••••• F•••••••• S••••••• A••••••• independent RIAApr 27, 2020 to Jul 31, 2026 · San Diego, Ca
- I••••••• F•••••••• S••••••• unclassifiedMar 25, 2019 to Dec 31, 2020 · San Diego, Ca
- F•• S••••••••• C••••••••• formerFeb 26, 2013 to Mar 26, 2019 · La Jolla, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJun 15, 2012 to Feb 25, 2013 · San Diego, Ca
- I••••••• F•••••••• S••••••• A••••••• to O••• W•••• A••••••• P•••••••left Jul 31, 2026, registered Aug 5, 2026 (5 days) · RIA to a state-registered adviser · moved with a team
- I••••••• F•••••••• S••••••• to I••••••• F•••••••• S••••••• A•••••••left Dec 31, 2020, registered Apr 27, 2020 (-248 days) · Other
- F•• S••••••••• C••••••••• to I••••••• F•••••••• S•••••••left Mar 26, 2019, registered Mar 25, 2019 (-1 days) · Other
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to F•• S••••••••• C•••••••••left Feb 25, 2013, registered Feb 26, 2013 (1 days) · Other
- A••••••••• O••••• L••••• left I••••••• F•••••••• S••••••• A••••••• for O••• W•••• A••••••• P••••••• (registered 2026-08-05)Jul 31, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address