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.
B•••• K•••••• C•••
- D•••••• A•••••••• G•••• • W••••• other currentsince Mar 31, 2026 · Riverview, Fl
- F••••• I••••••••• independent RIAJun 8, 2021 to Mar 5, 2026 · Plano, Tx
- R•••••• J•••• • A••••••••• I••• national BDJul 20, 2020 to Jun 4, 2021 · St. Petersburg, Fl
- F••••• I••••••••• to D•••••• A•••••••• G•••• • W•••••left Mar 5, 2026, registered Mar 31, 2026 (26 days) · Other
- R•••••• J•••• • A••••••••• I••• to F••••• I•••••••••left Jun 4, 2021, registered Jun 8, 2021 (4 days) · Affiliated broker-dealer or bank to independent RIA
- Brian Kenneth Cobb left Fisher Investments for Digital Ascension Group - Wealth (registered 2026-03-31)Mar 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
- Other adviserderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address