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.
S••••• J•••• G•••••
- S•••• independent RIA currentsince Sep 18, 2025 · Macomb, Mi
- C••••••••• F•••••••• N•••••• national BDFeb 2, 2018 to Sep 9, 2025 · Macomb, Mi
- S••••••• I••••••••• I••• formerJun 4, 2015 to Feb 5, 2018 · Shelby Township, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedDec 16, 2011 to Jun 1, 2015 · Shelby Township, Mi
- C••••••••• F•••••••• N•••••• to S••••left Sep 9, 2025, registered Sep 18, 2025 (9 days) · Affiliated broker-dealer or bank to independent RIA
- S••••••• I••••••••• I••• to C••••••••• F•••••••• N••••••left Feb 5, 2018, registered Feb 2, 2018 (-3 days) · Other
- M•• I•••••••• S•••••••• L•• to S••••••• I••••••••• I•••left Jun 1, 2015, registered Jun 4, 2015 (3 days) · Other
- S••••• J•••• G••••• left C••••••••• F•••••••• N•••••• for Savvy (registered 2025-09-18)Sep 9, 2025 · 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address