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.
Richard Michael Flanders
- Professional profile
- linkedin.com/in/mike-flanders-5a67366reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Matson Money, Inc. mixed wealth currentsince Mar 23, 2017 · Greensboro, Nc
- Strategic Planning Corporation state registered currentsince May 21, 2007 · Colfax, Nc
- Efficient Advisors formerJun 28, 2022 to Jun 1, 2026 · Colfax, Nc
- Sowell Management independent RIAApr 5, 2019 to Apr 21, 2023 · Colfax, Nc
- Efficient Advisors to no registered destinationleft Jun 1, 2026 · Departure, no registered destination
- Sowell Management to Efficient Advisorsleft Apr 21, 2023, registered Jun 28, 2022 (-297 days) · RIA to RIA
- Richard Michael Flanders no longer registered at Efficient Advisors; no later IA registration on IAPDJun 1, 2026 · Advisor departure · fact
- Richard Michael Flanders left Sowell Management for Efficient Advisors (registered 2022-06-28)Apr 21, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address