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••• T• W•••••••
- Title
- Financial Advisorreportedprovwealth.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedprovwealth.com“R••• W••••••• joined P••••••••• W••••• A••••••• in 2021 with more than 15 years of experience in the finance industry.”
- Professional profile
- provwealth.com/staff-member/ryan-whitemanreportedprovwealth.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.
- P••••••••• W••••• A••••••• independent RIA currentsince Apr 29, 2022 · Miami, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedDec 15, 2021 to Aug 25, 2023 · Miami, Fl
- J••• M••••• S••••••••• L•• wirehouseJan 22, 2016 to Dec 7, 2021 · Coral Gables, Fl
- R•••••• J•••• • A••••••••• I••• national BDMar 1, 2011 to Jan 28, 2016 · St. Petersburg, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to P••••••••• W••••• A•••••••left Aug 25, 2023, registered Apr 29, 2022 (-483 days) · Other · moved with a team
- J••• M••••• S••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 7, 2021, registered Dec 15, 2021 (8 days) · Wirehouse to affiliated broker-dealer or bank
- R•••••• J•••• • A••••••••• I••• to J••• M••••• S••••••••• L••left Jan 28, 2016, registered Jan 22, 2016 (-6 days) · Affiliated broker-dealer or bank to wirehouse
- R••• T• W••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P••••••••• W••••• A••••••• (registered 2022-04-29)Aug 25, 2023 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address