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.
S•••• J••••• C••••••
- Business email
- scendali@ivcwealth.comreportedivcwealth.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.
- I•• W••••• A••••••• L•• independent RIA currentsince Dec 22, 2022 · Silverdale, Pa
- G••••• A••••••• S•••••••• L•• independent RIAOct 13, 2015 to Nov 22, 2022 · Souderton, Pa
- G••••• A••••••• S•••••••• L•• to I•• W••••• A••••••• L••left Nov 22, 2022, registered Dec 22, 2022 (30 days) · RIA to RIA
- S•••• J••••• C•••••• left G••••• A••••••• S•••••••• L•• for I•• W••••• A••••••• L•• (registered 2022-12-22)Nov 22, 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