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•••• R••• O•••••••••
- C•••••• C••••• G••••• I••• no RAUM currentsince Jul 27, 2026 · Pittsburgh, Pa
- I•••••• A•••••••• I••• asset managerDec 2, 2021 to Jun 24, 2026 · Atlanta, Ga
- N•••••••• B••••• B• L•• no RAUMSep 21, 2017 to Nov 16, 2021 · New York, Ny
- I•••••• A•••••••• I••• to C•••••• C••••• G••••• I•••left Jun 24, 2026, registered Jul 27, 2026 (33 days) · Other
- N•••••••• B••••• B• L•• to I•••••• A•••••••• I•••left Nov 16, 2021, registered Dec 2, 2021 (16 days) · Other
- D•••• R••• O••••••••• left I•••••• A•••••••• I••• for C•••••• C••••• G••••• I••• (registered 2026-07-27)Jun 24, 2026 · 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
- No RAUM reportedderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address