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.
W•••••• T•••• K•••
- Professional profile
- LINKEDIN.COM/IN/BILL-K•••-CRPC%C2%AE-B3536830reportedadviserinfo.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.
- K••• W••••• A••••••• independent RIA currentsince May 28, 2014 · Overland Park, Ks
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to May 27, 2014 · Mission Woods, Ks
- P••••••••• E••••• G••••• L•• unclassifiedMay 23, 2001 to Jul 1, 2003 · Kansas City, Mo
- W•••• F•••• A••••••• to K••• W••••• A•••••••left May 27, 2014, registered May 28, 2014 (1 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (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