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•••• L••• P••••••••
- Title
- Co-Founderreportedwedmont.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.
- W•••••• P•••••• C•••••• independent RIA currentsince Aug 18, 2020 · West Chester, Pa
- U•• F•••••••• S••••••• I••• wirehouseJan 7, 2016 to Jan 2, 2020 · Boston, Ma
- C••••• S••••• S••••••••• •••• L•• formerSep 5, 2014 to Mar 2, 2016 · Boston, Ma
- U•• F•••••••• S••••••• I••• to W•••••• P•••••• C••••••left Jan 2, 2020, registered Aug 18, 2020 (229 days) · Wirehouse to independent RIA
- C••••• S••••• S••••••••• •••• L•• to U•• F•••••••• S••••••• I•••left Mar 2, 2016, registered Jan 7, 2016 (-55 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