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.
M••••••• B••••• J••••
- A••••• F•••••••• independent RIA currentsince Jun 10, 2025 · Manakin Sabot, Va
- S•• W••••• independent RIAAug 7, 2023 to Jun 2, 2025 · Manakin-Sabot, Va
- V•••••• W••••• M••••••••• L•• formerJan 13, 2023 to Jul 25, 2023 · Manakin-Sabot, Va
- S•• W••••• to A••••• F••••••••left Jun 2, 2025, registered Jun 10, 2025 (8 days) · RIA to RIA
- V•••••• W••••• M••••••••• L•• to S•• W•••••left Jul 25, 2023, registered Aug 7, 2023 (13 days) · RIA to a newly registered adviser
- M••••••• B••••• J•••• left S•• W••••• for A••••• F•••••••• (registered 2025-06-10)Jun 2, 2025 · Advisor changed firm · fact
- M••••••• B••••• J•••• left V•••••• W••••• M••••••••• L•• for S•• W••••• (registered 2023-08-07)Jul 25, 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address