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

KENWYCK CAPITAL

Current firm class

state registeredderived

Book size

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

Industry start

Nov 7, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 7, 2014

First registration

Jan 8, 2015

Dual registered

no

Other names

ANNE KATHLEEN ROEDL|ANNE K SIMPSON

IAPD individual key

5273267

• Occurred

  Aug 6, 2024
  Advisor changed firm

  Anne Kathleen Simpson left Odyssey Personal Financial Advisors, Llc for Kenwyck Capital (registered 2024-10-25)

  Form ADVobserved 4 days ago
• Occurred

  Oct 28, 2022
  Advisor changed firm

  Anne Kathleen Simpson left Cetera Investment Advisers Llc for Odyssey Personal Financial Advisors, Llc (registered 2022-09-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fae3e360-1efe-488e-be88-4fc62b055cfc

First observed

Jan 8, 2015

Last observed

Sep 14, 2026 5 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.