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•••••• J•••• A••••
- W•••• F•••• A••••••• wirehouse currentsince Mar 11, 2026 · Pittsburg , Pa
- L••••• F•••••••• G•••• I•• unclassifiedAug 4, 2015 to Mar 11, 2026 · Pittsburgh, Pa
- C••••••••• F•••••••• N•••••• national BDJul 6, 2015 to Mar 12, 2026 · Pittsburgh, Pa
- C••••••••• F•••••••• N•••••• to L••••• F•••••••• G•••• I••left Mar 12, 2026, registered Aug 4, 2015 (-3873 days) · Other
- L••••• F•••••••• G•••• I•• to W•••• F•••• A•••••••left Mar 11, 2026, registered Mar 11, 2026 (0 days) · Other
- M•••••• J•••• A•••• left C••••••••• F•••••••• N•••••• for L••••• F•••••••• G•••• I•• (registered 2015-08-04)Mar 12, 2026 · Advisor changed firm · fact
- M•••••• J•••• A•••• left L••••• F•••••••• G•••• I•• for W•••• F•••• A••••••• (registered 2026-03-11)Mar 11, 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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address