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.
J•••••• J• B••••
- G••••• R••••••••• P••••••• L•• institutional currentsince Aug 24, 2026 · San Rafael, Ca
- G••••• R••••••••• P••••••• L•• institutionalMar 29, 2019 to Jul 17, 2024 · Ft. Washington, Pa
- I••••••••• F•••••••• P••••••• BD affiliatedFeb 24, 2012 to Apr 3, 2019 · Fort Washington, Pa
- L•• F•••••••• L•• BD affiliatedJan 31, 2012 to Oct 6, 2020 · Blue Bell, Pa
- L•• F•••••••• L•• to I••••••••• F•••••••• P•••••••left Oct 6, 2020, registered Feb 24, 2012 (-3147 days) · Other
- I••••••••• F•••••••• P••••••• to G••••• R••••••••• P••••••• L••left Apr 3, 2019, registered Mar 29, 2019 (-5 days) · Other · moved with a team
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
- Institutional managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address