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.
C•••••• H••••• E••••
- Professional profile
- linkedin.com/in/clinton-edgarreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- B••••• P•••••• F•••••••• state registered currentsince Jan 3, 2022 · Fort Collins, Co
- O••••••••• S••••••••• I••• BD affiliatedJan 7, 2021 to Nov 17, 2021 · Greenwood Village, Co
- E••••• J•••• national BDOct 15, 2019 to Nov 18, 2020 · St Louis, Mo
- O••••••••• S••••••••• I••• to B••••• P•••••• F••••••••left Nov 17, 2021, registered Jan 3, 2022 (47 days) · Affiliated broker-dealer or bank to a state-registered adviser
- E••••• J•••• to O••••••••• S••••••••• I•••left Nov 18, 2020, registered Jan 7, 2021 (50 days) · Affiliated broker-dealer or bank to another
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address