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••••••• S•• P•••••••
- I•••••••• W••••• L•• independent RIA currentsince Apr 6, 2026 · Eugene, Or
- M••••••• F•••••••• G•••• independent RIAMar 25, 2025 to Mar 30, 2026 · Bellevue, Wa
- J••••••••• F•••••••• A••••••• unclassifiedAug 30, 2019 to May 30, 2025 · Eugene, Or
- M••••••• F•••••••• G•••• to I•••••••• W••••• L••left Mar 30, 2026, registered Apr 6, 2026 (7 days) · RIA to RIA
- J••••••••• F•••••••• A••••••• to M••••••• F•••••••• G••••left May 30, 2025, registered Mar 25, 2025 (-66 days) · Other
- J••••••• S•• P••••••• left M••••••• F•••••••• G•••• for I•••••••• W••••• L•• (registered 2026-04-06)Mar 30, 2026 · Advisor changed firm · fact
- J••••••• S•• P••••••• left J••••••••• F•••••••• A••••••• for M••••••• F•••••••• G•••• (registered 2025-03-25)May 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