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.
T••••• E•••••••• M•••••
- Title
- Senior Wealth Advisorreportedpearlcapitalmanagement.comfirm site, Sep 16, 2026
- Designations
- CDFAreportedpearlcapitalmanagement.comas printed on the bio page, Sep 16, 2026
- Professional profile
- pearlcapitalmanagement.com/meet-the-team/teresa-milnerreportedpearlcapitalmanagement.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.
- 1• C•••••• P•••••••• L•• independent RIA currentsince Nov 17, 2023 · Phoenix, Az
- P••••••• A•••••••• L•• independent RIASep 16, 2022 to Dec 6, 2023 · Scottsdale, Az
- L•• F•••••••• L•• BD affiliatedJan 9, 2014 to Jan 27, 2016 · Omaha, Ne
- C••• L•• BD affiliatedMay 20, 2013 to Sep 1, 2022 · Omaha, Ne
- P•••••••• S••••••••• I••• BD affiliatedMay 25, 2012 to Apr 15, 2013 · Elkhorn, Ne
- C••••• A••••••• L•• formerFeb 15, 2011 to May 4, 2012 · Omaha, Ne
- Q•• F•••••••• L•• unclassifiedMar 10, 2010 to Feb 11, 2011 · Omaha, Ne
- P••••••• A•••••••• L•• to 1• C•••••• P•••••••• L••left Dec 6, 2023, registered Nov 17, 2023 (-19 days) · RIA to RIA
- C••• L•• to L•• F•••••••• L••left Sep 1, 2022, registered Jan 9, 2014 (-3157 days) · Other
- L•• F•••••••• L•• to P••••••• A•••••••• L••left Jan 27, 2016, registered Sep 16, 2022 (2424 days) · Other
- P•••••••• S••••••••• I••• to C••• L••left Apr 15, 2013, registered May 20, 2013 (35 days) · Other
- C••••• A••••••• L•• to P•••••••• S••••••••• I•••left May 4, 2012, registered May 25, 2012 (21 days) · Other
- Q•• F•••••••• L•• to C••••• A••••••• L••left Feb 11, 2011, registered Feb 15, 2011 (4 days) · Other
- T••••• E•••••••• M••••• left P••••••• A•••••••• L•• for 1• C•••••• P•••••••• L•• (registered 2023-11-17)Dec 6, 2023 · Advisor changed firm · fact
- T••••• E•••••••• M••••• left C••• L•• for L•• F•••••••• L•• (registered 2014-01-09)Sep 1, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address