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••• A•••• W••••
- P••••••• W••••• M••••••••• I••• independent RIA currentsince Jan 1, 2025 · Brighton, Mi
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliatedAug 30, 2012 to Oct 19, 2016 · Brighton, Mi
- F•••••••• E••••• S•••••••• I••• formerNov 19, 2010 to Aug 30, 2012 · Farmington Hills, Mi
- B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• to P••••••• W••••• M••••••••• I•••left Oct 19, 2016, registered Jan 1, 2025 (2996 days) · Other
- F•••••••• E••••• S•••••••• I••• to B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••left Aug 30, 2012, registered Aug 30, 2012 (0 days) · Other
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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address