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.
D•••••• E••• F••••
- Title
- Investment Advisor Representativereportedppwadvisors.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.
- P•••••••• P•••••• W••••• independent RIA currentsince Apr 17, 2015 · St. Louis, Mo
- W•••• F•••• A••••••• wirehouseJul 8, 2011 to Apr 17, 2013 · Mclean, Va
- F•••••• A••••••• S•••••••• L•• formerFeb 22, 2010 to Jul 12, 2011 · Mclean, Va
- W•••• F•••• A••••••• to P•••••••• P•••••• W•••••left Apr 17, 2013, registered Apr 17, 2015 (730 days) · Wirehouse to independent RIA
- F•••••• A••••••• S•••••••• L•• to W•••• F•••• A•••••••left Jul 12, 2011, registered Jul 8, 2011 (-4 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address