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•••• B•••••• S•••••
- S••••• W••••• M••••••••• independent RIA currentsince Apr 20, 2026 · Oklahoma City, Ok
- E••••••• W••••• A••••••• formerApr 15, 2014 to Apr 30, 2026 · Oklahoma City, Ok
- T•••••• P•••••••• A•••••••• L•• independent RIANov 1, 2013 to Apr 7, 2014 · Southlake, Tx
- E••••••• W••••• A••••••• to S••••• W••••• M•••••••••left Apr 30, 2026, registered Apr 20, 2026 (-10 days) · corporate re-registration, not a move
- T•••••• P•••••••• A•••••••• L•• to E••••••• W••••• A•••••••left Apr 7, 2014, registered Apr 15, 2014 (8 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