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.
D••••• J••• J••••••
- V•••• F•••••••• A•••••••• I••• BD affiliated currentsince Sep 14, 2026 · Seven Fields, Pa
- M•••••••• A•••• M••••••••• L•• independent RIAAug 11, 2025 to Aug 25, 2026 · Pittsburgh, Pa
- M•••••••• A•••• M••••••••• L•• to V•••• F•••••••• A•••••••• I•••left Aug 25, 2026, registered Sep 14, 2026 (20 days) · RIA to affiliated broker-dealer or bank
- D••••• J••• J•••••• registered as an investment adviser representative at V•••• F•••••••• A•••••••• I•••Sep 14, 2026 · Advisor registered · fact
- D••••• J••• J•••••• left M•••••••• A•••• M••••••••• L•• for V•••• F•••••••• A•••••••• I••• (registered 2026-09-14)Aug 25, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address