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•••••• A••••••••
- Title
- CFP®, AIF®, Wealth Advisorreportedamjfinancial.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.
- A•• F•••••••• W••••• M••••••••• L•• independent RIA currentsince Jan 26, 2024 · Leesburg, Va
- S••••••• W••••• M••••••••• independent RIAJul 29, 2020 to Dec 1, 2023 · Mclean, Va
- P•••••• F•••••••• G•••• L•• independent RIAJan 27, 2017 to Jun 28, 2021 · Chantilly, Va
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• independent RIASep 12, 2016 to Nov 3, 2016 · Chantilly, Va
- C••••••••• F•••••••• N•••••• national BDMar 28, 2013 to Aug 12, 2016 · Fairfax, Va
- A•••••• W••••• A••••••• formerNov 9, 2012 to Mar 8, 2013 · Manassas, Va
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 10, 2012 to Oct 4, 2012 · Tysons Corner, Va
- S••••••• W••••• M••••••••• to A•• F•••••••• W••••• M••••••••• L••left Dec 1, 2023, registered Jan 26, 2024 (56 days) · RIA to RIA
- P•••••• F•••••••• G•••• L•• to S••••••• W••••• M•••••••••left Jun 28, 2021, registered Jul 29, 2020 (-334 days) · RIA to RIA
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• to P•••••• F•••••••• G•••• L••left Nov 3, 2016, registered Jan 27, 2017 (85 days) · Other
- C••••••••• F•••••••• N•••••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••left Aug 12, 2016, registered Sep 12, 2016 (31 days) · Other
- A•••••• W••••• A••••••• to C••••••••• F•••••••• N••••••left Mar 8, 2013, registered Mar 28, 2013 (20 days) · Other
- V••• F•••••••• A•••••••• I••• to A•••••• W••••• A•••••••left Oct 4, 2012, registered Nov 9, 2012 (36 days) · Other
- M•••••• A•••••••• left S••••••• W••••• M••••••••• for A•• F•••••••• W••••• M••••••••• L•• (registered 2024-01-26)Dec 1, 2023 · 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address