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•••• A••••• G•••••
- R••••• F•••••••• L•• state registered currentsince Sep 23, 2025 · Kentwood, Mi
- M••••• A•••••••• L•• BD affiliatedNov 5, 2021 to Sep 26, 2025 · Caledonia, Mi
- E•••• S••••••••• L•• BD affiliatedMay 5, 2021 to Nov 8, 2021 · Grand R•••••, Mi
- M••••• A•••••••• L•• to R••••• F•••••••• L••left Sep 26, 2025, registered Sep 23, 2025 (-3 days) · Affiliated broker-dealer or bank to a state-registered adviser
- E•••• S••••••••• L•• to M••••• A•••••••• L••left Nov 8, 2021, registered Nov 5, 2021 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
- J•••• A••••• G••••• left M••••• A•••••••• L•• for R••••• F•••••••• L•• (registered 2025-09-23)Sep 26, 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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address