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.
F••••••• V•••• V•• H•••••
- A••••••• A•••• M••••••••• I••• mixed wealth currentsince Dec 19, 2025 · Boca Raton, Fl
- I• C•••••• S••••••• L•• formerOct 31, 2023 to Dec 16, 2025 · Palm Beach Gardens, Fl
- I• C•••••• S••••••• L•• to A••••••• A•••• M••••••••• I•••left Dec 16, 2025, registered Dec 19, 2025 (3 days) · Other
- F••••••• V•••• V•• H••••• left I• C•••••• S••••••• L•• for A••••••• A•••• M••••••••• I••• (registered 2025-12-19)Dec 16, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address