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.
E•••••••• A••• B••••••
- Title
- Partnerreportedadvisoryadvocates.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••• A•••••••• L•• independent RIA currentsince Feb 4, 2021 · Grand Rapids, Mi
- L••••• P••••••• • A••••••••• I••• formerJan 7, 2022 to May 22, 2023 · Grand Rapids, Mi
- L••••• P••••••• • A••••••••• I••• formerJan 27, 2020 to Dec 31, 2021 · Grand Rapids, Mi
- V••• F•••••••• A•••••••• I••• BD affiliatedFeb 6, 2018 to Jan 22, 2020 · Grand Rapids, Mi
- B•••••• L••• A••••••• S•••••••• I••• BD affiliatedJan 10, 2017 to Mar 13, 2017 · Grand Rapids, Mi
- L••••• P••••••• • A••••••••• I••• to no registered destinationleft May 22, 2023 · Departure, no registered destination
- L••••• P••••••• • A••••••••• I••• to A••••••• A•••••••• L••left Dec 31, 2021, registered Feb 4, 2021 (-330 days) · RIA to RIA · moved with a team
- V••• F•••••••• A•••••••• I••• to L••••• P••••••• • A••••••••• I•••left Jan 22, 2020, registered Jan 27, 2020 (5 days) · Affiliated broker-dealer or bank to independent RIA
- B•••••• L••• A••••••• S•••••••• I••• to V••• F•••••••• A•••••••• I•••left Mar 13, 2017, registered Feb 6, 2018 (330 days) · Other
- E•••••••• A••• B•••••• no longer registered at L••••• P••••••• • A••••••••• I•••; no later IA registration on IAPDMay 22, 2023 · Advisor departure · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address