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•••••• J•• M••••••••
- Professional profile
- linkedin.com/in/michael-macdonald-aif-a154785reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- F•••••••• T••••••••• i••••••••• wealth currentsince Sep 16, 2025 · Danville, Ca
- M•••••• M•••••••• F•••••••• M••••••••• I••• unclassifiedMar 10, 2017 to Mar 19, 2024 · Pleasant Hill, Ca
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• i••••••••• wealthApr 18, 2012 to Mar 10, 2017 · Scottsdale, Az
- O•••• F•• I••• formerJan 31, 2000 to Apr 26, 2012 · Pleasant Hill, Ca
- I••••••••• A••••••• G•••• C••• formerFeb 19, 1998 to Oct 14, 2004 · Walnut Creek, Ca
- M•••••• M•••••••• F•••••••• M••••••••• I••• to F•••••••• T•••••••••left Mar 19, 2024, registered Sep 16, 2025 (546 days) · Other
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• to M•••••• M•••••••• F•••••••• M••••••••• I•••left Mar 10, 2017, registered Mar 10, 2017 (0 days) · Other
- O•••• F•• I••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••left Apr 26, 2012, registered Apr 18, 2012 (-8 days) · Other
- I••••••••• A••••••• G•••• C••• to O•••• F•• I•••left Oct 14, 2004, registered Jan 31, 2000 (-1718 days) · Other
- M•••••• J•• M•••••••• left M•••••• M•••••••• F•••••••• M••••••••• I••• for F•••••••• T••••••••• (registered 2025-09-16)Mar 19, 2024 · 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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address