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••••••• D•••• S••••••••
- S••••••••• G••••• • K••• • W••••• A••••••• independent RIA currentsince Nov 4, 2025 · Leesburg, Va
- T•• B••••• C•••••• independent RIAMay 2, 2019 to Sep 30, 2025 · Reston, Va
- S••••••••• formerAug 31, 2018 to Apr 26, 2019 · Fulton, Md
- T•• B••••• C•••••• to S••••••••• G••••• • K••• • W••••• A•••••••left Sep 30, 2025, registered Nov 4, 2025 (35 days) · RIA to RIA
- S••••••••• to T•• B••••• C••••••left Apr 26, 2019, registered May 2, 2019 (6 days) · RIA to RIA
- B••••••• D•••• S•••••••• left T•• B••••• C•••••• for S••••••••• G••••• • K••• • W••••• A••••••• (registered 2025-11-04)Sep 30, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address