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••••••• E•••••••• J•••
- S••••••• A••••••• state registered currentsince Aug 6, 2026 · Spokane, Wa
- S••••• W••••• L•• state registeredJan 25, 2022 to Aug 6, 2026 · Liberty Lake, Wa
- S••••• W••••• L•• to S••••••• A•••••••left Aug 6, 2026, registered Aug 6, 2026 (0 days) · Other
- M••••••• E•••••••• J••• left S••••• W••••• L•• for S••••••• A••••••• (registered 2026-08-06)Aug 6, 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
- STATE REGISTEREDderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address