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.
J••• C•••• F••••••
- R••••••• W••••• M••••••••• independent RIA currentsince Jul 24, 2026 · Jackson, Wy
- R•••••••• F•••••••• formerFeb 3, 2015 to Nov 11, 2015 · Portland, Or
- A••••••• A••••••• S••••••• formerSep 25, 2012 to May 5, 2015 · Portland, Or
- S•• I••••••••• I••• formerDec 19, 2011 to Oct 1, 2012 · Portland, Or
- I••••••••• C••••••• L•• unclassifiedApr 15, 2011 to Dec 31, 2011 · Portland, Or
- P•••••• I••••••••• C••••••• L•• formerJan 13, 2011 to Mar 21, 2011 · Portland, Or
- R•••••••• F•••••••• to R••••••• W••••• M•••••••••left Nov 11, 2015, registered Jul 24, 2026 (3908 days) · Other
- A••••••• A••••••• S••••••• to R•••••••• F••••••••left May 5, 2015, registered Feb 3, 2015 (-91 days) · Other
- S•• I••••••••• I••• to A••••••• A••••••• S•••••••left Oct 1, 2012, registered Sep 25, 2012 (-6 days) · Other
- I••••••••• C••••••• L•• to S•• I••••••••• I•••left Dec 31, 2011, registered Dec 19, 2011 (-12 days) · Other
- P•••••• I••••••••• C••••••• L•• to I••••••••• C••••••• L••left Mar 21, 2011, registered Apr 15, 2011 (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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address