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.
T••••• L••••••• B••••
- Title
- Wealth Advisorreportedavidianwealth.comfirm site, Sep 15, 2026
- Professional profile
- avidianwealth.com/team-member/thomas-l-brownreportedavidianwealth.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.
- A•••••• W••••• S•••••••• independent RIA currentsince Jan 19, 2023 · Houston, Tx
- R• C•••••• L•• formerJan 11, 2019 to Jul 28, 2023 · Houston, Tx
- R• C••••••• L•• formerDec 3, 2011 to Jan 11, 2019 · Houston, Tx
- P•••• P•••• A•••••••• L•• independent RIASep 21, 2010 to Oct 5, 2011 · Bellaire, Tx
- R• C•••••• L•• to A•••••• W••••• S••••••••left Jul 28, 2023, registered Jan 19, 2023 (-190 days) · RIA to RIA · moved with a team
- R• C••••••• L•• to R• C•••••• L••left Jan 11, 2019, registered Jan 11, 2019 (0 days) · channel change inside one enterprise, not a move · moved with a team
- P•••• P•••• A•••••••• L•• to R• C••••••• L••left Oct 5, 2011, registered Dec 3, 2011 (59 days) · Other
- T••••• L••••••• B•••• left R• C•••••• L•• for A•••••• W••••• S•••••••• (registered 2023-01-19)Jul 28, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address