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.
M•••••• J••• V•••••••
- Title
- Investment Advisorreportedchesme.comfirm site, Sep 15, 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.
- A••••••••• I••••••••• A••••••• mixed wealth currentsince Jan 1, 2026 · Dewitt, Mi
- C••••• C•••••• M••••••••• formerJul 31, 2018 to Nov 26, 2024 · Dewitt, Mi
- A••••••••• F•••••••• S•••••••• L•• national BDJun 22, 2018 to Jul 17, 2018 · Dexter, Mi
- I••••••••• P••••••••• I••• formerDec 9, 2014 to Jul 17, 2018 · Chelsea, Mi
- C••••••• S••••••••• I••• BD affiliatedDec 20, 2012 to Dec 1, 2014 · Owosso, Mi
- W•••• F•••• A••••••• wirehouseApr 29, 2009 to Dec 14, 2012 · East Lansing, Mi
- C••••• C•••••• M••••••••• to A••••••••• I••••••••• A•••••••left Nov 26, 2024, registered Jan 1, 2026 (401 days) · RIA to RIA · moved with a team
- I••••••••• P••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Jul 17, 2018, registered Jun 22, 2018 (-25 days) · channel change inside one enterprise, not a move
- A••••••••• F•••••••• S•••••••• L•• to C••••• C•••••• M•••••••••left Jul 17, 2018, registered Jul 31, 2018 (14 days) · Other
- C••••••• S••••••••• I••• to I••••••••• P••••••••• I•••left Dec 1, 2014, registered Dec 9, 2014 (8 days) · Other
- W•••• F•••• A••••••• to C••••••• S••••••••• I•••left Dec 14, 2012, registered Dec 20, 2012 (6 days) · Other
- M•••••• J••• V••••••• left C••••• C•••••• M••••••••• for A••••••••• I••••••••• A••••••• (registered 2026-01-01)Nov 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address