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.
R•••••• M•••••
- M•••••• I••••••••• i••••••••• wealth currentsince Jan 13, 2026 · Baton Rouge, La
- N••••••••• M••••• I••••••••• S••••••••• no RAUMDec 14, 2016 to Jan 13, 2026 · Baton Rouge, La
- O•••• F•• I••• formerJul 14, 2016 to Sep 29, 2016 · Baton Rouge, La
- N••••••••• M••••• I••••••••• S••••••••• to M•••••• I•••••••••left Jan 13, 2026, registered Jan 13, 2026 (0 days) · Other · moved with a team
- O•••• F•• I••• to N••••••••• M••••• I••••••••• S•••••••••left Sep 29, 2016, registered Dec 14, 2016 (76 days) · Other
- R•••••• M••••• left N••••••••• M••••• I••••••••• S••••••••• for M•••••• I••••••••• (registered 2026-01-13)Jan 13, 2026 · 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
- I••••••••• WEALTHderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address