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.
D•••• A•••••• E••••••••
- Title
- Director of Retirement Plansreportedbewinvest.comfirm site, Sep 15, 2026
- Designations
- CFPreportedbewinvest.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 15reportedbewinvest.com“I am the Director of Retirement Plans with 15 years of experience helping clients simplify their 401(k) plans so they can focus on running their businesses.”
- Professional profile
- bewinvest.com/david-espineirareportedbewinvest.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.
- B••••• E•••••• W•••• independent RIA currentsince Jan 1, 2025 · Walnut Creek, Ca
- W•••• F•••• A••••••• wirehouseJan 5, 2015 to Nov 25, 2015 · Walnut Creek, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerJan 20, 2011 to Jan 15, 2015 · Walnut Creek, Ca
- T• A••••••••• I••• formerJan 20, 2011 to Jan 15, 2015 · Walnut Creek, Ca
- W•••• F•••• A••••••• to B••••• E•••••• W••••left Nov 25, 2015, registered Jan 1, 2025 (3325 days) · Wirehouse to independent RIA
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jan 15, 2015, registered Jan 20, 2011 (-1456 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jan 15, 2015, registered Jan 20, 2011 (-1456 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address