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• W••••• independent RIA currentsince Sep 16, 2026 · Atlanta, Ga
- R•••••• J•••• • A••••••••• I••• national BDOct 7, 2025 to Jun 5, 2026 · Atlanta, Ga
- M••••• S•••••• wirehouseJun 17, 2025 to Oct 7, 2025 · Atlanta, Ga
- R•••••• J•••• • A••••••••• I••• to H• W•••••left Jun 5, 2026, registered Sep 16, 2026 (103 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• S•••••• to R•••••• J•••• • A••••••••• I•••left Oct 7, 2025, registered Oct 7, 2025 (0 days) · Wirehouse to affiliated broker-dealer or bank
- L••••• L••• registered as an investment adviser representative at H• W•••••Sep 16, 2026 · Advisor registered · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address