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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- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Jan 26, 2026 · Omaha, Ne
- O•••• P•••••••• S••••••••• L•• formerJan 27, 2020 to Apr 5, 2021 · Omaha, Ne
- O•••• P•••••••• S••••••••• L•• BD affiliatedOct 27, 2016 to Dec 31, 2019 · Omaha, Ne
- O•••• P•••••••• S••••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••left Apr 5, 2021, registered Jan 26, 2026 (1757 days) · Other
- O•••• P•••••••• S••••••••• L•• to O•••• P•••••••• S••••••••• L••left Dec 31, 2019, registered Jan 27, 2020 (27 days) · channel change inside one enterprise, not a move · moved with a team
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
- No RAUM reportedderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address