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.
J•••• W•••••• H•••••••
- R•••••••• A••••••• independent RIA currentsince Feb 3, 2026 · Atlanta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedAug 16, 2022 to Feb 4, 2026 · Atlanta, Ga
- R•••••• J•••• • A••••••••• I••• national BDFeb 13, 2013 to Aug 22, 2022 · Atlanta, Ga
- M••••• K••••• • C••••••• L•• formerMay 10, 2010 to Feb 13, 2013 · Atlanta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to R•••••••• A•••••••left Feb 4, 2026, registered Feb 3, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Aug 22, 2022, registered Aug 16, 2022 (-6 days) · Affiliated broker-dealer or bank to another
- M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- J•••• W•••••• H••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for R•••••••• A••••••• (registered 2026-02-03)Feb 4, 2026 · Advisor changed firm · fact
- J•••• W•••••• H••••••• left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2022-08-16)Aug 22, 2022 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address