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.
B•••• K•••••• L••
- Title
- CEO and Founderreportedkeebeck.comfirm site, Sep 15, 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.
- K•••••• W••••• M••••••••• independent RIA currentsince Jul 9, 2018 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 28, 2011 to May 8, 2018 · Chicago, Il
- C••••• S••••• S••••••••• •••• L•• formerAug 13, 2004 to Nov 23, 2011 · Chicago, Il
- M••••• S•••••• • C•• L•• unclassifiedNov 21, 2000 to Aug 13, 2004 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to K•••••• W••••• M•••••••••left May 8, 2018, registered Jul 9, 2018 (62 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- C••••• S••••• S••••••••• •••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 23, 2011, registered Oct 28, 2011 (-26 days) · Other
- M••••• S•••••• • C•• L•• to C••••• S••••• S••••••••• •••• L••left Aug 13, 2004, registered Aug 13, 2004 (0 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address