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.
K•••• A•••••• B••••••••
- S••••••••• W••••• mixed wealth currentsince Apr 23, 2026 · Lafayette, La
- M•••• A•• A••••••••• L•• state registeredFeb 3, 2023 to Apr 10, 2026 · Lafayette, La
- I••••• P••••••••• W•••••• L•• independent RIAFeb 21, 2022 to Mar 3, 2023 · Lafayette, La
- M•••• A•• A••••••••• L•• to S••••••••• W•••••left Apr 10, 2026, registered Apr 23, 2026 (13 days) · Other
- I••••• P••••••••• W•••••• L•• to M•••• A•• A••••••••• L••left Mar 3, 2023, registered Feb 3, 2023 (-28 days) · RIA to a state-registered adviser
- K•••• A•••••• B•••••••• left M•••• A•• A••••••••• L•• for S••••••••• W••••• (registered 2026-04-23)Apr 10, 2026 · Advisor changed firm · fact
- K•••• A•••••• B•••••••• left I••••• P••••••••• W•••••• L•• for M•••• A•• A••••••••• L•• (registered 2023-02-03)Mar 3, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address