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.
- Title
- Chief Operating Officerreportedfideliscapital.comfirm site, Sep 15, 2026
- Years, as the firm states
- 14reportedfideliscapital.com“Login”
- Professional profile
- fideliscapital.com/bio/justin-jonesreportedfideliscapital.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.
- F•••••• C•••••• independent RIA currentsince Jan 3, 2023 · Tampa, Fl
- L•••• F••• A••••••• S••••••• BD affiliatedApr 26, 2019 to Nov 15, 2022 · Plano, Tx
- V•••••• W••••• M••••••••• unclassifiedOct 20, 2017 to Dec 31, 2018 · Plano, Tx
- A• W••••• M••••••••• L•• BD affiliatedFeb 27, 2017 to Apr 11, 2019 · Plano, Tx
- I• A••••••• S•••••••• I••• formerAug 17, 2015 to Oct 27, 2016 · Plano, Tx
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedApr 7, 2015 to Jul 31, 2015 · Plano, Tx
- L•••• F••• A••••••• S••••••• to F•••••• C••••••left Nov 15, 2022, registered Jan 3, 2023 (49 days) · Affiliated broker-dealer or bank to independent RIA
- A• W••••• M••••••••• L•• to V•••••• W••••• M•••••••••left Apr 11, 2019, registered Oct 20, 2017 (-538 days) · Other
- V•••••• W••••• M••••••••• to L•••• F••• A••••••• S•••••••left Dec 31, 2018, registered Apr 26, 2019 (116 days) · Other
- I• A••••••• S•••••••• I••• to A• W••••• M••••••••• L••left Oct 27, 2016, registered Feb 27, 2017 (123 days) · Other
- T••••••••• F•••••••• A•••••••• L•• to I• A••••••• S•••••••• I•••left Jul 31, 2015, registered Aug 17, 2015 (17 days) · Other
- J••••• D•••••• J•••• left L•••• F••• A••••••• S••••••• for F•••••• C•••••• (registered 2023-01-03)Nov 15, 2022 · 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