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.
M•••••• G••••• C••••••
- H•• I••••••••• P•••••••• L•• independent RIA currentsince Jan 22, 2025 · Austin, Tx
- M••••••••• A••••••• S•••••••• I••• formerApr 11, 2018 to Jan 24, 2025 · Glen Allen, Va
- W••••••••• C•••••• M••••••••• L•• independent RIADec 14, 2010 to Mar 27, 2018 · Richmond, Va
- M••••••••• A••••••• S•••••••• I••• to H•• I••••••••• P•••••••• L••left Jan 24, 2025, registered Jan 22, 2025 (-2 days) · RIA to RIA · moved with a team
- W••••••••• C•••••• M••••••••• L•• to M••••••••• A••••••• S•••••••• I•••left Mar 27, 2018, registered Apr 11, 2018 (15 days) · RIA to RIA
- Michael George Camizzi left Millennium Advisory Services, Inc. for Hub Investment Partners, Llc (registered 2025-01-22)Jan 24, 2025 · 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