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••• M•••••• H•••••
- Business email
- john.hanten@marksgroup.comreportedmarksgroup.comfirm site, Sep 15, 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.
- M•••• G•••• W••••• M••••••••• I••• i••••••••• wealth currentsince Jan 21, 2022 · Minnetonka, Mn
- I••••••••• F•••••••• G••••• L•• BD affiliatedOct 15, 2019 to Oct 29, 2021 · Bloomington, Mn
- M••••• S•••••• wirehouseNov 1, 2018 to Oct 16, 2019 · St. Paul, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 18, 2017 to May 16, 2018 · Wayzata, Mn
- I••••••••• F•••••••• G••••• L•• to M•••• G•••• W••••• M••••••••• I•••left Oct 29, 2021, registered Jan 21, 2022 (84 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• S•••••• to I••••••••• F•••••••• G••••• L••left Oct 16, 2019, registered Oct 15, 2019 (-1 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left May 16, 2018, registered Nov 1, 2018 (169 days) · Wirehouse to wirehouse
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address