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.
- B••••• I••••••••• institutional currentsince Dec 4, 2025 · Towson, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 31, 2016 to Jul 26, 2016 · Hunt Valley, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 24, 2013 to Oct 9, 2014 · College Park, Md
- T• R••• P•••• A••••••• S•••••••• I••• BD affiliatedMar 12, 2013 to Jul 12, 2013 · Owings Mills, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••••• I•••••••••left Jul 26, 2016, registered Dec 4, 2025 (3418 days) · Other
- T• R••• P•••• A••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 12, 2013, registered Jul 24, 2013 (12 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
- Institutional managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address