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.
D•••• P••••
- Title
- Sr. Wealth Advisorreportedmerceradvisors.comfirm site, Sep 15, 2026
- Business email
- dprice@merceradvisors.comreportedmerceradvisors.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.
- M••••• G••••• A••••••• I••• independent RIA currentsince Dec 19, 2025 · Owings Mills, Md
- G•••• J••••••• W••••• A••••••• independent RIA currentsince Feb 17, 2021 · Owings Mills, Md
- D• F•••••••• unclassifiedJan 20, 2021 to Feb 16, 2021 · Baltimore, Md
- L•• F•••••••• L•• BD affiliatedDec 4, 2019 to Jul 8, 2020 · Baltimore, Md
- D• F•••••••• to G•••• J••••••• W••••• A•••••••left Feb 16, 2021, registered Feb 17, 2021 (1 days) · Other
- L•• F•••••••• L•• to D• F••••••••left Jul 8, 2020, registered Jan 20, 2021 (196 days) · Other
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