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••••• J• S••••••
- Title
- President, Founderreportedmaidencove.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.
- M••••• C••• C•••••• independent RIA currentsince Mar 31, 2021 · Cape Elizabeth, Me
- N•••••• A••••••• BD affiliatedMay 15, 2020 to Jun 2, 2021 · New Orleans, La
- M••••• S•••••• wirehouseJun 6, 2016 to May 22, 2020 · Portland, Me
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 6, 2009 to Feb 17, 2012 · Burlington, Vt
- N•••••• A••••••• to M••••• C••• C••••••left Jun 2, 2021, registered Mar 31, 2021 (-63 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• S•••••• to N•••••• A•••••••left May 22, 2020, registered May 15, 2020 (-7 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Feb 17, 2012, registered Jun 6, 2016 (1571 days) · Wirehouse to wirehouse
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