RIA Intelligence

Title

Financial Planner and COOreportedamarafinancial.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.

• A•••• F••••••••• L•• independent RIA current
  since Jul 1, 2020 · Monument, Co
• B••• F•••••••• G•••• independent RIA
  Oct 13, 2017 to Jun 19, 2020 · San Francisco, Ca
• A••••••••• F•••••••• S•••••••• L•• national BD
  May 23, 2017 to Oct 23, 2017 · San Francisco, Ca
• T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
  Apr 1, 2014 to Apr 12, 2016 · Colorado Springs, Co

• B••• F•••••••• G•••• to A•••• F••••••••• L••
  left Jun 19, 2020, registered Jul 1, 2020 (12 days) · RIA to a newly registered adviser · moved with a team
• A••••••••• F•••••••• S•••••••• L•• to B••• F•••••••• G••••
  left Oct 23, 2017, registered Oct 13, 2017 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
• T• R••• P•••• A••••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
  left Apr 12, 2016, registered May 23, 2017 (406 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

Independent wealth managerderived

Years in industry

12derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address