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.
J•••• E•• B••• D••••••
- D•••••• C•••••• L•• state registered currentsince Feb 18, 2026 · New Cumberland, Pa
- I•••• F•••••••• L•• unclassifiedMar 29, 2022 to May 28, 2026 · Lemoyne, Pa
- E•••••• A••••••• G••••• L•• BD affiliatedMay 8, 2018 to Mar 2, 2022 · Dillsburg, Pa
- E••• W••••• M••••••••• independent RIAMay 18, 2017 to Feb 15, 2018 · Harrisburg, Pa
- I•••• F•••••••• L•• to D•••••• C•••••• L••left May 28, 2026, registered Feb 18, 2026 (-99 days) · Other
- E•••••• A••••••• G••••• L•• to I•••• F•••••••• L••left Mar 2, 2022, registered Mar 29, 2022 (27 days) · Other
- E••• W••••• M••••••••• to E•••••• A••••••• G••••• L••left Feb 15, 2018, registered May 8, 2018 (82 days) · Other
- J•••• E•• B••• D•••••• left I•••• F•••••••• L•• for D•••••• C•••••• L•• (registered 2026-02-18)May 28, 2026 · Advisor changed firm · fact
- J•••• E•• B••• D•••••• left E•••••• A••••••• G••••• L•• for I•••• F•••••••• L•• (registered 2022-03-29)Mar 2, 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
- STATE REGISTEREDderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address