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.
C•••••••• P•••••••
- Business email
- cpascuzzo@ogwa.comreportedogwa.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.
- O•••••• G•••• W••••• A••••••• independent RIA currentsince Jul 18, 2025 · Lancaster, Pa
- C••••••••• F•••••••• N•••••• national BDDec 2, 2022 to Jul 3, 2025 · Lancaster, Pa
- R•• P•••••• W••••• independent RIAApr 25, 2018 to Nov 16, 2022 · Lancaster, Pa
- C••••••••• F•••••••• N•••••• to O•••••• G•••• W••••• A•••••••left Jul 3, 2025, registered Jul 18, 2025 (15 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•• P•••••• W••••• to C••••••••• F•••••••• N••••••left Nov 16, 2022, registered Dec 2, 2022 (16 days) · RIA to affiliated broker-dealer or bank
- C•••••••• P••••••• left C••••••••• F•••••••• N•••••• for O•••••• G•••• W••••• A••••••• (registered 2025-07-18)Jul 3, 2025 · Advisor changed firm · fact
- C•••••••• P••••••• left R•• P•••••• W••••• for C••••••••• F•••••••• N•••••• (registered 2022-12-02)Nov 16, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address