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.
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F•••••••• A•••• M•••••••••
- Title
- Managing Director, Asset Managementreportedrobertsoninvestmentmanagement.comfirm site, Sep 16, 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.
- R•••••••• I••••••••• M••••••••• independent RIA currentsince Jan 7, 2011 · Houston, Tx
- F•••• A••••• A••••••• S•••••••• I••• formerJul 2, 2012 to Nov 22, 2019 · Houston, Tx
- F•••• A••••• S••••••••• I••• formerMay 13, 2010 to Jul 2, 2012 · Houston, Tx
- J•••• E••••••• • C•• unclassifiedJun 20, 2005 to Jun 4, 2010 · Houston, Tx
- L•• F•••••••• L•• BD affiliatedJul 2, 2003 to May 3, 2010 · Richmond, Tx
- A•••• A•••• M••••••••• I•• unclassifiedFeb 4, 1998 to Nov 13, 2003 · Houston, Tx
- F•••• A••••• A••••••• S•••••••• I••• to no registered destinationleft Nov 22, 2019 · Departure, no registered destination
- F•••• A••••• S••••••••• I••• to R•••••••• I••••••••• M•••••••••left Jul 2, 2012, registered Jan 7, 2011 (-542 days) · Other
- J•••• E••••••• • C•• to F•••• A••••• S••••••••• I•••left Jun 4, 2010, registered May 13, 2010 (-22 days) · Other
- L•• F•••••••• L•• to J•••• E••••••• • C••left May 3, 2010, registered Jun 20, 2005 (-1778 days) · Other
- A•••• A•••• M••••••••• I•• to L•• F•••••••• L••left Nov 13, 2003, registered Jul 2, 2003 (-134 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
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address