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.
J••• D•••••• B•••••
- H•••••• I••••••••• I••• independent RIA currentsince Oct 29, 2025 · Libertyville, Il
- T•• T••••• G••••• L•• formerAug 30, 2023 to Jul 8, 2026 · Libertyville, Il
- M•••• C••••••• A••••••• S•••••• BD affiliatedApr 27, 2018 to Apr 15, 2026 · Palm Beach Gardens, Fl
- T•• T••••• G••••• L•• to H•••••• I••••••••• I•••left Jul 8, 2026, registered Oct 29, 2025 (-252 days) · Other · moved with a team
- M•••• C••••••• A••••••• S•••••• to T•• T••••• G••••• L••left Apr 15, 2026, registered Aug 30, 2023 (-959 days) · Other
- J••• D•••••• B••••• left T•• T••••• G••••• L•• for H•••••• I••••••••• I••• (registered 2025-10-29)Jul 8, 2026 · Advisor changed firm · fact
- J••• D•••••• B••••• left M•••• C••••••• A••••••• S•••••• for T•• T••••• G••••• L•• (registered 2023-08-30)Apr 15, 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
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address