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.
A••••• M•••• L•••••
- C••••• P••••••• L•• independent RIA currentsince Oct 1, 2025 · Lansdowne, Va
- O•• H••• W••••• A•••••••• L•• formerMay 9, 2022 to Oct 2, 2025 · Lansdowne, Va
- W•••• F•••• A••••••• wirehouseJul 27, 2020 to May 23, 2022 · Leesburg, Va
- O•• H••• W••••• A•••••••• L•• to C••••• P••••••• L••left Oct 2, 2025, registered Oct 1, 2025 (-1 days) · RIA to RIA · moved with a team
- W•••• F•••• A••••••• to O•• H••• W••••• A•••••••• L••left May 23, 2022, registered May 9, 2022 (-14 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- A••••• M•••• L••••• left O•• H••• W••••• A•••••••• L•• for C••••• P••••••• L•• (registered 2025-10-01)Oct 2, 2025 · Advisor changed firm · fact
- A••••• M•••• L••••• left W•••• F•••• A••••••• for O•• H••• W••••• A•••••••• L•• (registered 2022-05-09)May 23, 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