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.
R•••••• S•••••• K••••
- R••••• P••••••••• M••••••••• L•• state registered currentsince Aug 13, 2021 · Murrysville, Pa
- T•• R••••••••• G••• F•••••• independent RIADec 6, 2019 to Dec 31, 2025 · Verona, Pa
- P•• W••••• M••••••••• BD affiliatedDec 1, 2017 to Dec 4, 2019 · P•••••••••, Pa
- C••••••• S••••••••• I••• BD affiliatedApr 17, 2017 to Nov 13, 2017 · Monroeville, Pa
- K•• I••••••••• S••••••• L•• BD affiliatedSep 21, 2016 to Apr 12, 2017 · Columbus, Oh
- L•• F•••••••• L•• BD affiliatedDec 9, 2015 to Sep 21, 2016 · Mckeesport, Pa
- T•• R••••••••• G••• F•••••• to R••••• P••••••••• M••••••••• L••left Dec 31, 2025, registered Aug 13, 2021 (-1601 days) · RIA to a state-registered adviser
- P•• W••••• M••••••••• to T•• R••••••••• G••• F••••••left Dec 4, 2019, registered Dec 6, 2019 (2 days) · Other
- C••••••• S••••••••• I••• to P•• W••••• M•••••••••left Nov 13, 2017, registered Dec 1, 2017 (18 days) · Other · moved with a team
- K•• I••••••••• S••••••• L•• to C••••••• S••••••••• I•••left Apr 12, 2017, registered Apr 17, 2017 (5 days) · Other
- L•• F•••••••• L•• to K•• I••••••••• S••••••• L••left Sep 21, 2016, registered Sep 21, 2016 (0 days) · Other · moved with a team
- R•••••• S•••••• K•••• left T•• R••••••••• G••• F•••••• for R••••• P••••••••• M••••••••• L•• (registered 2021-08-13)Dec 31, 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
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address