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.
S•••• V•• H•••••
- S••••• W••••• A•••••••• I••• no RAUM currentsince Jan 9, 2026 · Phoenix, Az
- V••••••• A•••••••• I••• BD affiliatedSep 19, 2022 to Dec 12, 2025 · Scottsdale, Az
- V••••••• A•••••••• I••• to S••••• W••••• A•••••••• I•••left Dec 12, 2025, registered Jan 9, 2026 (28 days) · Other · moved with a team
- S•••• V•• H••••• left V••••••• A•••••••• I••• for S••••• W••••• A•••••••• I••• (registered 2026-01-09)Dec 12, 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
- No RAUM reportedderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address