RIA Intelligence

Professional profile

linkedin.com/in/kenneth-ouellette-3a822225reportedadviserinfo.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.

• O••• W••••• M••••••••• L•• independent RIA current
  since Jul 30, 2021 · New Port Richey, Fl
• O••• W••••• M••••••••• L•• independent RIA
  Oct 19, 2020 to Dec 31, 2020 · New Port Richey, Fl
• W•••• F•••• A••••••• wirehouse
  Jul 26, 2010 to Oct 23, 2020 · Trinity, Fl
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Jul 22, 2010 · Port Richey, Fl
• C•••••••• G••••• M•••••• I••• BD affiliated
  May 6, 2004 to Jun 1, 2009 · Port Richey, Fl

• W•••• F•••• A••••••• to O••• W••••• M••••••••• L••
  left Oct 23, 2020, registered Oct 19, 2020 (-4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• M••••• S•••••• to W•••• F•••• A•••••••
  left Jul 22, 2010, registered Jul 26, 2010 (4 days) · Wirehouse to wirehouse
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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

34derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address