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•••• E•••• M•••
- Title
- Presidentreportedmunnwealth.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••• W••••• M••••••••• L•• independent RIA currentsince Aug 2, 2017 · Maumee, Oh
- C•••••• P••••••••• L•• independent RIAOct 24, 2012 to Aug 2, 2017 · Maumee, Oh
- N••• F•••••••• G••••• I••• formerMay 17, 2010 to Sep 18, 2012 · Maumee, Oh
- C•••••• P••••••••• L•• to M••• W••••• M••••••••• L••left Aug 2, 2017, registered Aug 2, 2017 (0 days) · Other
- N••• F•••••••• G••••• I••• to C•••••• P••••••••• L••left Sep 18, 2012, registered Oct 24, 2012 (36 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