This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KENNEDY INVESTMENT GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 28, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 28, 2005

First registration

Apr 17, 2012

Dual registered

no

Other names

HENRY J SCHROEDER|HANK J SCHROEDER|HENRY J SCHROEDER

IAPD individual key

4980239

• Occurred

  Oct 10, 2022
  Advisor changed firm

  Henry J. Schroeder left Raymond James Financial Services Advisors, Inc for Kennedy Investment Group (registered 2022-09-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d75865f5-ed2d-b71d-481f-73ae2a36d077

First observed

Apr 17, 2012

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.