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••••••• R••••• B•••
- G•••• C•••••• M••••••••• L•• asset manager currentsince May 20, 2026 · Tampa, Fl
- G••••••• C•••••• M••••••••• formerMay 11, 2015 to Feb 4, 2020 · Baton Rouge, La
- G••••••• A••••••• formerMay 11, 2015 to Mar 22, 2019 · Baton Rouge, La
- G••••••• C•••••• M••••••••• to G•••• C•••••• M••••••••• L••left Feb 4, 2020, registered May 20, 2026 (2297 days) · Other
- G••••••• A••••••• to G••••••• C•••••• M•••••••••left Mar 22, 2019, registered May 11, 2015 (-1411 days) · Other
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address