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.
M•••••• C••••••• W••••
- W••••• J•••••• W••••• independent RIA currentsince Oct 10, 2025 · Houston, Tx
- T••••• P••••••• P••••••• state registeredJul 8, 2025 to Sep 23, 2025 · Conroe, Tx
- A•••• W••••• independent RIAAug 15, 2023 to May 6, 2025 · The Woodlands, Tx
- T••••• P••••••• P••••••• to W••••• J•••••• W•••••left Sep 23, 2025, registered Oct 10, 2025 (17 days) · Other
- A•••• W••••• to T••••• P••••••• P•••••••left May 6, 2025, registered Jul 8, 2025 (63 days) · RIA to a state-registered adviser
- Makemma Cockrell Wolff left Theory Planning Partners for Willis Johnson Wealth (registered 2025-10-10)Sep 23, 2025 · Advisor changed firm · fact
- Makemma Cockrell Wolff left Avion Wealth for Theory Planning Partners (registered 2025-07-08)May 6, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address