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.
K•••••••• J•• F•••
- V•••• W••••• G••••• L•• state registered currentsince May 18, 2026 · Ada, Mi
- B••• C••• P•••••••• L•• independent RIADec 16, 2024 to Mar 27, 2025 · Farmington Hills, Mi
- I•••••• W•••••• L•• independent RIAOct 2, 2023 to Dec 9, 2024 · Grand Rapids, Mi
- B••• C••• P•••••••• L•• to V•••• W••••• G••••• L••left Mar 27, 2025, registered May 18, 2026 (417 days) · RIA to a state-registered adviser
- I•••••• W•••••• L•• to B••• C••• P•••••••• L••left Dec 9, 2024, registered Dec 16, 2024 (7 days) · RIA to RIA
- K•••••••• J•• F••• left B••• C••• P•••••••• L•• for V•••• W••••• G••••• L•• (registered 2026-05-18)Mar 27, 2025 · Advisor changed firm · fact
- K•••••••• J•• F••• left I•••••• W•••••• L•• for B••• C••• P•••••••• L•• (registered 2024-12-16)Dec 9, 2024 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address