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.
D••••• V••••• R•••
- M••••• P••••• F••••• I••• institutional currentsince Feb 27, 2026 · Dublin, Oh
- M•••••• A•••• M••••••••• L•• formerApr 11, 2022 to Apr 10, 2026 · Farmington, Ut
- F•• F•••••••• M••• S••••• A•••••••• L•• formerSep 28, 2017 to Jan 31, 2022 · Las Vegas, Nv
- M•••••• A•••• M••••••••• L•• to M••••• P••••• F••••• I•••left Apr 10, 2026, registered Feb 27, 2026 (-42 days) · Other
- F•• F•••••••• M••• S••••• A•••••••• L•• to M•••••• A•••• M••••••••• L••left Jan 31, 2022, registered Apr 11, 2022 (70 days) · Other
- D••••• V••••• R••• left M•••••• A•••• M••••••••• L•• for M••••• P••••• F••••• I••• (registered 2026-02-27)Apr 10, 2026 · Advisor changed firm · fact
- D••••• V••••• R••• left F•• F•••••••• M••• S••••• A•••••••• L•• for M•••••• A•••• M••••••••• L•• (registered 2022-04-11)Jan 31, 2022 · 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
- Institutional managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address