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.
- V•• G••••• L•• former currentsince Oct 3, 2022 · Sewickley, Pa
- V••••• A•••• M••••••••• L•• formerFeb 4, 2021 to Dec 17, 2021 · Sewickley, Pa
- B•••• A••••••• S•••••••• L•• mixed wealthApr 23, 2015 to Jan 13, 2021 · Canonsburg, Pa
- V••••• A•••• M••••••••• L•• to V•• G••••• L••left Dec 17, 2021, registered Oct 3, 2022 (290 days) · Other
- B•••• A••••••• S•••••••• L•• to V••••• A•••• M••••••••• L••left Jan 13, 2021, registered Feb 4, 2021 (22 days) · Other · moved with a team
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
- Former SEC-registered adviserderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address