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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A•••• S•••• N•••••
- O••••••••• institutional currentsince Mar 30, 2026 · Atlanta, Ga
- B••• W••••• A•••••••• I••• independent RIAMay 6, 2024 to Dec 18, 2025 · Atlanta, Ga
- B••••••••• G•••• • A••••••••• formerOct 24, 2022 to Jun 17, 2024 · Atlanta, Ga
- S••• H•••••••• L•• formerMar 16, 2021 to Sep 19, 2022 · Atlanta, Ga
- B••• W••••• A•••••••• I••• to O•••••••••left Dec 18, 2025, registered Mar 30, 2026 (102 days) · Other
- B••••••••• G•••• • A••••••••• to B••• W••••• A•••••••• I•••left Jun 17, 2024, registered May 6, 2024 (-42 days) · RIA to RIA · moved with a team
- S••• H•••••••• L•• to B••••••••• G•••• • A•••••••••left Sep 19, 2022, registered Oct 24, 2022 (35 days) · RIA to RIA
- A•••• S•••• N••••• left B••• W••••• A•••••••• I••• for Onedigital (registered 2026-03-30)Dec 18, 2025 · Advisor changed firm · fact
- A•••• S•••• N••••• left B••••••••• G•••• • A••••••••• for B••• W••••• A•••••••• I••• (registered 2024-05-06)Jun 17, 2024 · Advisor changed firm · fact
- A•••• S•••• N••••• left S••• H•••••••• L•• for B••••••••• G•••• • A••••••••• (registered 2022-10-24)Sep 19, 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
- Institutional managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address