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.
A••••• C•••••• P•••••••
- Title
- Investment Advisor Representativereportedr2wealth.comfirm site, Sep 16, 2026
- Direct business phone
- 402-489-9375reportedr2wealth.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.
- R• W••••• M••••••••• P••••••• independent RIA currentsince Dec 1, 2025 · Lincoln, Ne
- P••••••• W••••• M••••••••• independent RIAJul 8, 2022 to Mar 31, 2026 · Lincoln, Ne
- A•••••••• C•••••• M••••••••• independent RIADec 1, 2016 to Jul 7, 2022 · Lincoln, Ne
- A••••••• A••••••• S••••••• formerJun 28, 2012 to Dec 20, 2016 · Lincoln, Ne
- O••••••••• S••••••••• I••• BD affiliatedJan 17, 2012 to Jun 14, 2012 · Carmel, In
- P••••••• W••••• M••••••••• to R• W••••• M••••••••• P•••••••left Mar 31, 2026, registered Dec 1, 2025 (-120 days) · RIA to a newly registered adviser · moved with a team
- A•••••••• C•••••• M••••••••• to P••••••• W••••• M•••••••••left Jul 7, 2022, registered Jul 8, 2022 (1 days) · RIA to RIA · moved with a team
- A••••••• A••••••• S••••••• to A•••••••• C•••••• M•••••••••left Dec 20, 2016, registered Dec 1, 2016 (-19 days) · Other · moved with a team
- O••••••••• S••••••••• I••• to A••••••• A••••••• S•••••••left Jun 14, 2012, registered Jun 28, 2012 (14 days) · Other
- A••••• C•••••• P••••••• left P••••••• W••••• M••••••••• for R• W••••• M••••••••• P••••••• (registered 2025-12-01)Mar 31, 2026 · Advisor changed firm · fact
- A••••• C•••••• P••••••• left A•••••••• C•••••• M••••••••• for P••••••• W••••• M••••••••• (registered 2022-07-08)Jul 7, 2022 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address