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.
V•••••• J••• N••••••••
- Title
- CHIEF OPERATING OFFICERreportedonepointbfg.comfirm site, Sep 15, 2026
- Direct business phone
- 973-906-2461reportedonepointbfg.comfirm site, Sep 15, 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.
- O••••••• B•• W••••• P••••••• independent RIA currentsince Jul 15, 2022 · Parsippany, Nj
- P•••••• A•••••• G••••• L•• BD affiliatedJun 14, 2017 to Jul 21, 2022 · Fairfield, Nj
- S••••• F•••••••• R•••••••• I•• formerFeb 13, 2015 to Jun 2, 2017 · Parsippany, Nj
- S••••• E••••••• I•• formerFeb 13, 2015 to Jun 2, 2017 · New York, Ny
- N••••••••• M••••• I••••••••• S••••••••• no RAUMNov 18, 2013 to Feb 3, 2015 · Florham Park, Nj
- P•••••• A•••••• G••••• L•• to O••••••• B•• W••••• P•••••••left Jul 21, 2022, registered Jul 15, 2022 (-6 days) · corporate re-registration, not a move
- S••••• F•••••••• R•••••••• I•• to P•••••• A•••••• G••••• L••left Jun 2, 2017, registered Jun 14, 2017 (12 days) · Other
- S••••• E••••••• I•• to S••••• F•••••••• R•••••••• I••left Jun 2, 2017, registered Feb 13, 2015 (-840 days) · Other
- N••••••••• M••••• I••••••••• S••••••••• to S••••• E••••••• I••left Feb 3, 2015, registered Feb 13, 2015 (10 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address