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.
K•••• A••• W•••••••
- C••••••• I••••••••• M••••••••• L•• state registered currentsince Nov 22, 2025 · Palm Coast, Fl
- G••••••• A•••••••• L•• independent RIAMar 19, 2015 to Sep 8, 2015 · Pal Coast, Fl
- B••••••••• C•••••• M••••••••• L•• independent RIAFeb 27, 2014 to Mar 12, 2015 · Palm Coast, Fl
- C•••••• A••••••• S•••••••• L•• independent RIAMay 23, 2013 to Feb 28, 2014 · Palm Coast, Fl
- G••••••• A•••••••• L•• to C••••••• I••••••••• M••••••••• L••left Sep 8, 2015, registered Nov 22, 2025 (3728 days) · Other
- B••••••••• C•••••• M••••••••• L•• to G••••••• A•••••••• L••left Mar 12, 2015, registered Mar 19, 2015 (7 days) · Other
- C•••••• A••••••• S•••••••• L•• to B••••••••• C•••••• M••••••••• L••left Feb 28, 2014, registered Feb 27, 2014 (-1 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address