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.
J••• B•••••• P••••
- P•••••• F•••••••• G•••• L••• independent RIA currentsince Jan 7, 2022 · Brighton, Mi
- A•• C•••••• A••••••• unclassifiedOct 5, 2019 to Mar 16, 2026 · Plymouth, Mi
- A•••••• C•••••• M••••••••• I•• independent RIAJun 12, 2014 to Sep 30, 2019 · Southfield, Mi
- W•••• A•••• M••••••••• I••• formerMar 28, 2013 to Apr 2, 2014 · Detroit, Mi
- A•• C•••••• A••••••• to P•••••• F•••••••• G•••• L•••left Mar 16, 2026, registered Jan 7, 2022 (-1529 days) · Other
- A•••••• C•••••• M••••••••• I•• to A•• C•••••• A•••••••left Sep 30, 2019, registered Oct 5, 2019 (5 days) · Other
- W•••• A•••• M••••••••• I••• to A•••••• C•••••• M••••••••• I••left Apr 2, 2014, registered Jun 12, 2014 (71 days) · Other
- J••• B•••••• P•••• left A•• C•••••• A••••••• for P•••••• F•••••••• G•••• L••• (registered 2022-01-07)Mar 16, 2026 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address