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.
M••• B•••••• K••••
- A••••••• I••••••••• S••••••••• G••••• L•• i••••••••• wealth currentsince May 29, 2025 · Eagle, Id
- L••• K••• • C•••••• formerJul 1, 2013 to Jun 9, 2025 · Troy, Mi
- R•••• A•••••••• L•• formerMay 22, 2012 to Jun 17, 2013 · Rochester, Mi
- W•••• F•••• A••••••• wirehouseDec 22, 2010 to May 22, 2012 · Troy, Mi
- L••• K••• • C•••••• to A••••••• I••••••••• S••••••••• G••••• L••left Jun 9, 2025, registered May 29, 2025 (-11 days) · RIA to RIA · moved with a team
- R•••• A•••••••• L•• to L••• K••• • C••••••left Jun 17, 2013, registered Jul 1, 2013 (14 days) · Other
- W•••• F•••• A••••••• to R•••• A•••••••• L••left May 22, 2012, registered May 22, 2012 (0 days) · Other
- M••• B•••••• K•••• left L••• K••• • C•••••• for A••••••• I••••••••• S••••••••• G••••• L•• (registered 2025-05-29)Jun 9, 2025 · 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
- I••••••••• WEALTHderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address