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••••• J•••• national BD currentsince Jan 16, 2026 · Greensboro, Nc
- K•••••••• W••••• M••••••••• L•• independent RIAApr 5, 2024 to Jan 20, 2026 · Greensboro, Nc
- E••••• J•••• national BDJan 14, 2022 to Apr 8, 2024 · Greensboro, Nc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 23, 2018 to Jan 24, 2022 · Greensboro, Nc
- K•••••••• W••••• M••••••••• L•• to E••••• J••••left Jan 20, 2026, registered Jan 16, 2026 (-4 days) · RIA to affiliated broker-dealer or bank
- E••••• J•••• to K•••••••• W••••• M••••••••• L••left Apr 8, 2024, registered Apr 5, 2024 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E••••• J••••left Jan 24, 2022, registered Jan 14, 2022 (-10 days) · Wirehouse to affiliated broker-dealer or bank
- Jeffrey Champigny left Kingsview Wealth Management, Llc for Edward Jones (registered 2026-01-16)Jan 20, 2026 · Advisor changed firm · fact
- Jeffrey Champigny left Edward Jones for Kingsview Wealth Management, Llc (registered 2024-04-05)Apr 8, 2024 · Advisor changed firm · fact
- Jeffrey Champigny left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Edward Jones (registered 2022-01-14)Jan 24, 2022 · 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address