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.
R••••• H••••• D••••••
- S••••••• • C•• other currentsince Jan 16, 2026 · Bloomfield Hills, Mi
- M••••• S•••••• wirehouseOct 22, 2021 to Jan 2, 2026 · Troy, Mi
- W•••• F•••• A••••••• wirehouseAug 30, 2018 to Nov 1, 2021 · Troy, Mi
- M••••• S•••••• wirehouseSep 29, 2017 to Aug 6, 2018 · Troy, Mi
- M••••• S•••••• to S••••••• • C••left Jan 2, 2026, registered Jan 16, 2026 (14 days) · Wirehouse to independent RIA
- W•••• F•••• A••••••• to M••••• S••••••left Nov 1, 2021, registered Oct 22, 2021 (-10 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Aug 6, 2018, registered Aug 30, 2018 (24 days) · Wirehouse to wirehouse
- R••••• H••••• D•••••• left M••••• S•••••• for S••••••• • C•• (registered 2026-01-16)Jan 2, 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
- Other adviserderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address