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.
N••• S••••••
- Designations
- CFPreportedscewealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 5reportedscewealth.com“N••• has his Certified Financial Planning (CFP®) certification and over 5 years of experience.”
- Professional profile
- scewealth.com/noah-skinnerreportedscewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••• C••••• • E•••• W••••• M••••••••• L•• independent RIA currentsince Jan 3, 2023 · Springfield, Il
- S••••• F•••••••• independent RIAMar 16, 2021 to Dec 2, 2022 · Springfield, Il
- S••••• F•••••••• to S••••••• C••••• • E•••• W••••• M••••••••• L••left Dec 2, 2022, registered Jan 3, 2023 (32 days) · RIA to RIA
- N••• S•••••• left S••••• F•••••••• for S••••••• C••••• • E•••• W••••• M••••••••• L•• (registered 2023-01-03)Dec 2, 2022 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address