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••• C•••••••• L•••••
- Title
- Managing Partnerreportedtlwealth.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.
- T• P•••••• W••••• independent RIA currentsince Jun 6, 2013 · Southlake, Tx
- U••• F•••••••• P••••••• S••••••• formerSep 10, 2010 to Feb 19, 2013 · San Antonio, Tx
- C••••• A•••••• N••••••• L•• formerJun 30, 2010 to Aug 16, 2010 · Leander, Tx
- U••• F•••••••• P••••••• S••••••• to T• P•••••• W•••••left Feb 19, 2013, registered Jun 6, 2013 (107 days) · Other
- C••••• A•••••• N••••••• L•• to U••• F•••••••• P••••••• S•••••••left Aug 16, 2010, registered Sep 10, 2010 (25 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