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••••• P•••••• P••••••
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Jun 13, 2025 · Holland, Mi
- A••••••• A••••• L•• independent RIAMar 26, 2020 to Mar 14, 2025 · Holland, Mi
- E••••• J•••• national BDDec 17, 2018 to Mar 18, 2020 · Hudsonville, Mi
- A••••••• A••••• L•• to C••••• I••••••••• A••••••• L••left Mar 14, 2025, registered Jun 13, 2025 (91 days) · RIA to affiliated broker-dealer or bank
- E••••• J•••• to A••••••• A••••• L••left Mar 18, 2020, registered Mar 26, 2020 (8 days) · Affiliated broker-dealer or bank to independent RIA
- J••••• P•••••• P•••••• left A••••••• A••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-06-13)Mar 14, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address