RIA Intelligence
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A•••••• J•••• D•••••••
- Professional profile
- linkedin.com/in/anthony-designorreportedadviserinfo.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.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince May 13, 2019 · Woodland Park, Co
- M••••• S•••••• wirehouseMar 10, 2010 to Jun 19, 2017 · Chicago, Il
- M••••• S•••••• to I••••••••• W••••• C••••••• L••left Jun 19, 2017, registered May 13, 2019 (693 days) · Wirehouse to independent RIA
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