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.
A••••• M•••• D•••••••
- W••••••••• I••••••••• M••••••••• L•• independent RIA currentsince May 1, 2025 · Omaha, Ne
- O••••••••• institutionalJan 17, 2024 to May 30, 2025 · Overland Park, Ks
- W••••••••• formerAug 11, 2022 to Oct 26, 2024 · Mission Viejo, Ca
- O••••••••• to W••••••••• I••••••••• M••••••••• L••left May 30, 2025, registered May 1, 2025 (-29 days) · Other
- W••••••••• to O•••••••••left Oct 26, 2024, registered Jan 17, 2024 (-283 days) · Other · moved with a team
- A••••• M•••• D••••••• left Onedigital for W••••••••• I••••••••• M••••••••• L•• (registered 2025-05-01)May 30, 2025 · Advisor changed firm · fact
- A••••• M•••• D••••••• left Wealthsource? for Onedigital (registered 2024-01-17)Oct 26, 2024 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address