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.
G•••••• L•••• C•••••
- T•••••••• W••••• state registered currentsince Jan 16, 2026 · Ponte Vedra Beach, Fl
- F••••••• W••••• P••••••• independent RIAOct 18, 2023 to Dec 19, 2025 · Jacksonville Beach, Fl
- R•••••• J•••• • A••••••••• I••• national BDMar 8, 2022 to Oct 9, 2023 · Jacksonville, Fl
- F••••••• W••••• P••••••• to T•••••••• W•••••left Dec 19, 2025, registered Jan 16, 2026 (28 days) · RIA to a state-registered adviser
- R•••••• J•••• • A••••••••• I••• to F••••••• W••••• P•••••••left Oct 9, 2023, registered Oct 18, 2023 (9 days) · Affiliated broker-dealer or bank to independent RIA
- G•••••• L•••• C••••• left F••••••• W••••• P••••••• for T•••••••• W••••• (registered 2026-01-16)Dec 19, 2025 · Advisor changed firm · fact
- G•••••• L•••• C••••• left R•••••• J•••• • A••••••••• I••• for F••••••• W••••• P••••••• (registered 2023-10-18)Oct 9, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address