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.
Z•••••• J• F••••
- M•••• V••••• F•••••••• state registered currentsince Apr 8, 2026 · M•••• V•••••, Oh
- M••••• S•••••• wirehouseSep 5, 2023 to Apr 7, 2026 · Alpharetta, Ga
- E•••••• C•••••• M••••••••• L•• formerJul 14, 2021 to Sep 5, 2023 · Alpharetta, Ga
- T• A••••••••• I••• formerFeb 28, 2018 to Jan 11, 2021 · Pensacola, Fl
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2018 to Dec 31, 2020 · Omaha, Ne
- S•••••••• I••••••••• M••••••••• formerMar 30, 2017 to Feb 26, 2018 · Saint Louis, Mo
- M••••• S•••••• to M•••• V••••• F••••••••left Apr 7, 2026, registered Apr 8, 2026 (1 days) · Wirehouse to a state-registered adviser
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Sep 5, 2023, registered Sep 5, 2023 (0 days) · corporate re-registration, not a move
- T• A••••••••• I••• to E•••••• C•••••• M••••••••• L••left Jan 11, 2021, registered Jul 14, 2021 (184 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Dec 31, 2020, registered Feb 28, 2018 (-1037 days) · corporate re-registration, not a move
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
- Z•••••• J• F•••• left M••••• S•••••• for M•••• V••••• F•••••••• (registered 2026-04-08)Apr 7, 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
- STATE REGISTEREDderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address