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.
T•••• K••• A•••
- R••••••••• C•••••• M••••••••• BD affiliated currentsince May 23, 2022 · Atlanta, Ga
- R••••••••• C•••••• M••••••••• BD affiliatedApr 22, 2024 to Nov 6, 2025 · Bethesda, Md
- T••••• A••••••• S•••••••• I••• BD affiliatedFeb 15, 2022 to May 23, 2022 · Rockville, Md
- R••••••••• C•••••• M••••••••• to no registered destinationleft Nov 6, 2025 · Departure, no registered destination
- T••••• A••••••• S•••••••• I••• to R••••••••• C•••••• M•••••••••left May 23, 2022, registered May 23, 2022 (0 days) · Affiliated broker-dealer or bank to another
- T•••• K••• A••• no longer registered at R••••••••• C•••••• M•••••••••; no later IA registration on IAPDNov 6, 2025 · Advisor departure · fact
- T•••• K••• A••• left T••••• A••••••• S•••••••• I••• for R••••••••• C•••••• M••••••••• (registered 2022-05-23)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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address