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.
M•••••• G•••••• T••••
- H•••••• A••••••• independent RIA currentsince Nov 18, 2019 · Port Angeles, Wa
- S•••• D••• • H••••• L•• mixed wealth currentsince Jan 20, 2014 · Vancouver, Wa
- S•••• I•••••••• L•• formerFeb 16, 2017 to Aug 25, 2022 · Kirkland, Wa
- S•••• I•••••••• L•• to H•••••• A•••••••left Aug 25, 2022, registered Nov 18, 2019 (-1011 days) · RIA to RIA · moved with a team
- M•••••• G•••••• T••••, registered through S•••• D••• • H••••• L•• (Port Angeles, WA), is a direct owner of Sloy Dahl & Holst Holdings, Inc, an adviser first registered 2026-04-30Apr 30, 2026 · Owner of a newly registered adviser · fact
- M•••••• G•••••• T•••• left S•••• I•••••••• L•• for H•••••• A••••••• (registered 2019-11-18)Aug 25, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address