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.
A••• J•••• H••••••••
- R•• P•••••• W••••• independent RIA currentsince Jan 7, 2026 · Lancaster, Pa
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 23, 2018 to Jan 5, 2026 · Camp Hill, Pa
- T• A••••••••• I••••••••• M••••••••• L•• formerOct 5, 2018 to Oct 19, 2018 · Stat College, Pa
- T• A••••••••• I••• formerOct 5, 2018 to Oct 19, 2018 · State College, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 25, 2018 to Sep 10, 2018 · York, Pa
- C••••• I••••••••• A••••••• L•• to R•• P•••••• W•••••left Jan 5, 2026, registered Jan 7, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
- T• A••••••••• I••••••••• M••••••••• L•• to C••••• I••••••••• A••••••• L••left Oct 19, 2018, registered Nov 23, 2018 (35 days) · RIA to affiliated broker-dealer or bank
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Oct 19, 2018, registered Oct 5, 2018 (-14 days) · channel change inside one enterprise, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T• A••••••••• I•••left Sep 10, 2018, registered Oct 5, 2018 (25 days) · Other
- A••• J•••• H•••••••• left C••••• I••••••••• A••••••• L•• for R•• P•••••• W••••• (registered 2026-01-07)Jan 5, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address