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.
F••• J•••••• G••••••
- C••••••• institutional currentsince Sep 5, 2024 · Tampa, Fl
- O••••••••• institutionalOct 25, 2023 to Jul 15, 2024 · Sarasota, Fl
- T•• M••••• G••••• L•• independent RIAApr 30, 2022 to Nov 15, 2022 · Tampa, Fl
- O••••••••• to C•••••••left Jul 15, 2024, registered Sep 5, 2024 (52 days) · Other
- T•• M••••• G••••• L•• to O•••••••••left Nov 15, 2022, registered Oct 25, 2023 (344 days) · Other
- F••• J•••••• G•••••• left Onedigital for Captrust (registered 2024-09-05)Jul 15, 2024 · Advisor changed firm · fact
- F••• J•••••• G•••••• left T•• M••••• G••••• L•• for Onedigital (registered 2023-10-25)Nov 15, 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
- Institutional managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address