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.
B•••••• T••••••••• C•••••
- Title
- CEO & Investment Advisorreportedafm-ria.comfirm site, Sep 16, 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.
- A••••••• F•••••••• M••••••••• L••• independent RIA currentsince Dec 17, 2025 · Owings Mills, Md
- T•• M••••••• F•••••••• G•••• L•• independent RIAJun 1, 2019 to Apr 6, 2023 · Hunt Valley, Md
- J••••• M••••••••• S•••• L•• BD affiliatedJan 3, 2019 to May 9, 2019 · Baltimore, Md
- T•• M••••••• F•••••••• G•••• L•• to A••••••• F•••••••• M••••••••• L•••left Apr 6, 2023, registered Dec 17, 2025 (986 days) · RIA to RIA
- J••••• M••••••••• S•••• L•• to T•• M••••••• F•••••••• G•••• L••left May 9, 2019, registered Jun 1, 2019 (23 days) · Affiliated broker-dealer or bank to independent RIA
- B•••••• T••••••••• C••••• left T•• M••••••• F•••••••• G•••• L•• for A••••••• F•••••••• M••••••••• L••• (registered 2025-12-17)Apr 6, 2023 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address