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.
M••••• S•••••••
- I••••••• A••••••• S•••••••• L•• mixed wealth currentsince Jun 11, 2026 · Miami, Fl
- V••••••••• I••• I••• formerJun 8, 2020 to Jun 18, 2026 · Miami, Fl
- I•••••• S••••••••• I••• mixed wealthSep 20, 2019 to Jun 2, 2020 · Miami, Fl
- I••••••• A••••••• S•••••••• L•• mixed wealthOct 5, 2018 to Sep 9, 2019 · Miami, Fl
- V••••••••• I••• I••• to I••••••• A••••••• S•••••••• L••left Jun 18, 2026, registered Jun 11, 2026 (-7 days) · corporate re-registration, not a move
- I•••••• S••••••••• I••• to V••••••••• I••• I•••left Jun 2, 2020, registered Jun 8, 2020 (6 days) · RIA to RIA
- I••••••• A••••••• S•••••••• L•• to I•••••• S••••••••• I•••left Sep 9, 2019, registered Sep 20, 2019 (11 days) · RIA to RIA
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address