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.
B•••• A• C••••••
- Business email
- brent@normandyia.comreportednormandyia.comfirm site, Sep 15, 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.
- N••••••• I••••••••• A••••••• independent RIA currentsince Oct 15, 2021 · Independence, Mo
- C••••••••• F•••••••• N•••••• national BDJul 24, 2015 to Oct 1, 2021 · Overland Park, Ks
- U••• B•••••• I••••••••• I••• formerMay 24, 2013 to Jul 28, 2015 · Kansas City, Mo
- E••••• J•••• national BDMar 23, 2010 to May 28, 2013 · Lee'S Summit, Mo
- C••••••••• F•••••••• N•••••• to N••••••• I••••••••• A•••••••left Oct 1, 2021, registered Oct 15, 2021 (14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- U••• B•••••• I••••••••• I••• to C••••••••• F•••••••• N••••••left Jul 28, 2015, registered Jul 24, 2015 (-4 days) · Other
- E••••• J•••• to U••• B•••••• I••••••••• I•••left May 28, 2013, registered May 24, 2013 (-4 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address