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.
H••••• B••••••• B••••
- F•••• P••••••• W•••••• L•• independent RIA currentsince Jul 28, 2026 · Nashville, Tn
- H••• B•••• F•••••••• A•••••••• L•• unclassifiedJan 14, 2026 to Jul 15, 2026 · San Antonio, Tx
- T••••••• A•••• M••••••••• L•• independent RIADec 9, 2024 to Nov 13, 2025 · San Antonio, Tx
- H••• B•••• F•••••••• A•••••••• L•• to F•••• P••••••• W•••••• L••left Jul 15, 2026, registered Jul 28, 2026 (13 days) · Other
- T••••••• A•••• M••••••••• L•• to H••• B•••• F•••••••• A•••••••• L••left Nov 13, 2025, registered Jan 14, 2026 (62 days) · Other
- H••••• B••••••• B•••• left H••• B•••• F•••••••• A•••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2026-07-28)Jul 15, 2026 · Advisor changed firm · fact
- H••••• B••••••• B•••• left T••••••• A•••• M••••••••• L•• for H••• B•••• F•••••••• A•••••••• L•• (registered 2026-01-14)Nov 13, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address