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••••• H••• E•••••
- Title
- Chief Executive Officerreportedmeridianventurepartners.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.
- M••••••• V•••••• P•••••••• I•• state registered currentsince Nov 11, 2025 · Long Beach, Ca
- E•••••••• M••• A•••• M••••••••• L•• independent RIAApr 25, 2024 to Aug 1, 2024 · Danville, Ca
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedAug 4, 2020 to Apr 17, 2024 · Santa Fe Springs, Ca
- E•••••••• M••• A•••• M••••••••• L•• to M••••••• V•••••• P•••••••• I••left Aug 1, 2024, registered Nov 11, 2025 (467 days) · RIA to a state-registered adviser
- T••••••••• F•••••••• A•••••••• L•• to E•••••••• M••• A•••• M••••••••• L••left Apr 17, 2024, registered Apr 25, 2024 (8 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- V••••• H••• E••••• left E•••••••• M••• A•••• M••••••••• L•• for M••••••• V•••••• P•••••••• I•• (registered 2025-11-11)Aug 1, 2024 · Advisor changed firm · fact
- V••••• H••• E••••• left T••••••••• F•••••••• A•••••••• L•• for E•••••••• M••• A•••• M••••••••• L•• (registered 2024-04-25)Apr 17, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address