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.
C•••• J•••••• T•••••
- A•••• R••••••••• A••••••• L•• state registered currentsince May 5, 2026 · Stuart, Fl
- A•••• F•••••••• P•••••••• L•• mixed wealthMay 23, 2022 to Jul 9, 2025 · Winter Park, Fl
- V•••• M••••••••• C•••••• unclassifiedJun 30, 2021 to May 23, 2022 · Tallahasse, Fl
- A•••• F•••••••• P•••••••• L•• to A•••• R••••••••• A••••••• L••left Jul 9, 2025, registered May 5, 2026 (300 days) · RIA to a state-registered adviser
- V•••• M••••••••• C•••••• to A•••• F•••••••• P•••••••• L••left May 23, 2022, registered May 23, 2022 (0 days) · Other
- C•••• J•••••• T••••• left A•••• F•••••••• P•••••••• L•• for A•••• R••••••••• A••••••• L•• (registered 2026-05-05)Jul 9, 2025 · Advisor changed firm · fact
- C•••• J•••••• T••••• left V•••• M••••••••• C•••••• for A•••• F•••••••• P•••••••• L•• (registered 2022-05-23)May 23, 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
- STATE REGISTEREDderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address