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.
R••• V••••
- W••••• J•••••• W••••• independent RIA currentsince Jun 1, 2026 · Houston, Tx
- V•••• W••••• G••••• L•• state registeredJan 5, 2023 to Jun 12, 2026 · Houston, Tx
- I••••• M•••• M••••••••• unclassifiedFeb 26, 2020 to Jan 10, 2021 · San Antonio, Tx
- U••• I••••••••• S••••••• C•••••• no RAUMApr 17, 2018 to Mar 8, 2019 · San Antonio, Tx
- S• H••••• F•••••••• G••••• L•• independent RIASep 29, 2014 to May 2, 2016 · San Antonio, Tx
- J••• M••••• S••••••••• L•• wirehouseNov 2, 2012 to Sep 30, 2013 · San Antonio, Tx
- L•• F•••••••• L•• BD affiliatedJun 27, 2012 to Jun 27, 2012 · San Antonio, Tx
- V•••• W••••• G••••• L•• to W••••• J•••••• W•••••left Jun 12, 2026, registered Jun 1, 2026 (-11 days) · Other
- I••••• M•••• M••••••••• to V•••• W••••• G••••• L••left Jan 10, 2021, registered Jan 5, 2023 (725 days) · Other
- U••• I••••••••• S••••••• C•••••• to I••••• M•••• M•••••••••left Mar 8, 2019, registered Feb 26, 2020 (355 days) · Other
- S• H••••• F•••••••• G••••• L•• to U••• I••••••••• S••••••• C••••••left May 2, 2016, registered Apr 17, 2018 (715 days) · RIA to affiliated broker-dealer or bank
- J••• M••••• S••••••••• L•• to S• H••••• F•••••••• G••••• L••left Sep 30, 2013, registered Sep 29, 2014 (364 days) · Wirehouse to independent RIA
- L•• F•••••••• L•• to J••• M••••• S••••••••• L••left Jun 27, 2012, registered Nov 2, 2012 (128 days) · Other
- Rudy Villa left Verde Wealth Group, Llc for Willis Johnson Wealth (registered 2026-06-01)Jun 12, 2026 · Advisor changed firm · fact
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address