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••••• B••••• A•••••••
- Title
- LEAD FINANCIAL ADVISORreportedaspyrewealth.comfirm site, Sep 16, 2026
- Designations
- CFPreportedaspyrewealth.comas printed on the bio page, Sep 17, 2026
- Professional profile
- aspyrewealth.com/about/meet-the-team/connor-andersonreportedaspyrewealth.comfirm site, Sep 16, 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.
- A••••• W••••• P••••••• independent RIA currentsince Jan 12, 2026 · Overland Park, Ks
- C•••••• S••••• • C••• I••• national BDSep 15, 2020 to Dec 24, 2025 · Clayton, Mo
- E••••• J•••• national BDAug 19, 2016 to Jul 31, 2020 · Parkville, Mo
- W•••• F•••• A••••••• wirehouseMay 12, 2015 to May 6, 2016 · Streator, Il
- C•••••• S••••• • C••• I••• to A••••• W••••• P•••••••left Dec 24, 2025, registered Jan 12, 2026 (19 days) · Affiliated broker-dealer or bank to independent RIA
- E••••• J•••• to C•••••• S••••• • C••• I•••left Jul 31, 2020, registered Sep 15, 2020 (46 days) · Affiliated broker-dealer or bank to another
- W•••• F•••• A••••••• to E••••• J••••left May 6, 2016, registered Aug 19, 2016 (105 days) · Wirehouse to affiliated broker-dealer or bank
- C••••• B••••• A••••••• left C•••••• S••••• • C••• I••• for A••••• W••••• P••••••• (registered 2026-01-12)Dec 24, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address