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.
S•••• S• H••••
- Professional profile
- LINKEDIN.COM/IN/S••••-H••••-CFP%C2%AE-EA-CDFA%C2%AE-A8459224reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- P•••••• F•••••••• state registered currentsince Feb 8, 2016 · Wadsworth, Oh
- N••••••••• M••••• I••••••••• S••••••••• no RAUMSep 15, 2015 to Oct 28, 2015 · Akron, Oh
- S••••• • A••••••••• formerJul 21, 2014 to Jun 1, 2015 · North Canton, Oh
- S•••• S••• ••••••••• A•••••••• L•• formerFeb 22, 2013 to Apr 28, 2014 · Westlake, Oh
- P•• W••••• M••••••••• BD affiliatedNov 2, 2012 to Feb 21, 2013 · N. Canton, Oh
- E••••• J•••• national BDJul 9, 2012 to Aug 13, 2012 · St Louis, Mo
- N••••••••• M••••• I••••••••• S••••••••• to P•••••• F••••••••left Oct 28, 2015, registered Feb 8, 2016 (103 days) · Other
- S••••• • A••••••••• to N••••••••• M••••• I••••••••• S•••••••••left Jun 1, 2015, registered Sep 15, 2015 (106 days) · Other
- S•••• S••• ••••••••• A•••••••• L•• to S••••• • A•••••••••left Apr 28, 2014, registered Jul 21, 2014 (84 days) · Other
- P•• W••••• M••••••••• to S•••• S••• ••••••••• A•••••••• L••left Feb 21, 2013, registered Feb 22, 2013 (1 days) · Other
- E••••• J•••• to P•• W••••• M•••••••••left Aug 13, 2012, registered Nov 2, 2012 (81 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address