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.
K••••••• T••••• R••••
- A••••••• S•••••••• G•••• independent RIA currentsince May 1, 2026 · Dallas, Tx
- C• P••••••• C••• independent RIADec 20, 2018 to Jun 2, 2026 · Dallas, Tx
- G••••• F•••••••• P•••••• C••••••• I••• formerAug 21, 2015 to Dec 21, 2018 · Dallas, Tx
- C• P••••••• C••• to A••••••• S•••••••• G••••left Jun 2, 2026, registered May 1, 2026 (-32 days) · RIA to a newly registered adviser · moved with a team
- G••••• F•••••••• P•••••• C••••••• I••• to C• P••••••• C•••left Dec 21, 2018, registered Dec 20, 2018 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- K••••••• T••••• R•••• left C• P••••••• C••• for A••••••• S•••••••• G•••• (registered 2026-05-01)Jun 2, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address