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••••••• • C•• i••••••••• wealth currentsince Nov 21, 2025 · Miami, Fl
- M•••••• I••••••••• i••••••••• wealthJun 30, 2023 to Nov 11, 2025 · Doral, Fl
- V•• W••••• M••••••••• L•• state registeredOct 21, 2021 to Jul 17, 2023 · Coral Gables, Fl
- M•••••• I••••••••• to C••••••• • C••left Nov 11, 2025, registered Nov 21, 2025 (10 days) · RIA to RIA
- V•• W••••• M••••••••• L•• to M•••••• I•••••••••left Jul 17, 2023, registered Jun 30, 2023 (-17 days) · Other
- B••••• A•••••••• R•••• left M•••••• I••••••••• for C••••••• • C•• (registered 2025-11-21)Nov 11, 2025 · Advisor changed firm · fact
- B••••• A•••••••• R•••• left V•• W••••• M••••••••• L•• for M•••••• I••••••••• (registered 2023-06-30)Jul 17, 2023 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address