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.
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- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Apr 20, 2026 · Byron Center, Mi
- C••••••••• F•••••••• N•••••• national BDFeb 13, 2019 to Apr 20, 2026 · Saint Joseph, Mi
- W•••••• • R••• formerNov 29, 2016 to Jan 17, 2019 · Grand Rapids, Mi
- C••••••••• F•••••••• N•••••• to C••••• I••••••••• A••••••• L••left Apr 20, 2026, registered Apr 20, 2026 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- W•••••• • R••• to C••••••••• F•••••••• N••••••left Jan 17, 2019, registered Feb 13, 2019 (27 days) · Affiliated broker-dealer or bank to another
- T•••• M•••••• B••••••••• left C••••••••• F•••••••• N•••••• for C••••• I••••••••• A••••••• L•• (registered 2026-04-20)Apr 20, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address