DFX Intelligence
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.
Registered advisor
Mechel Kennedy Frost
Feed of 09/14/2026
Also filed as Karen Kennedy
At current firm
13 y
since Jan 4, 2013
In the industry
33 y
since Sep 23, 1992 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- &Partners independent RIA currentsince Jan 4, 2013 · Nashville, Tn
- Decker Wealth Management, LLC independent RIAJan 5, 2011 to Dec 19, 2012 · Nashville, Tn
- UBS Financial Services Inc. wirehouseApr 12, 2004 to Jan 12, 2011 · Nashville, Tn
- Suntrust Investment Services, Inc. formerJun 4, 2002 to May 12, 2004 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Decker Wealth Management, LLC to &Partnersleft Dec 19, 2012, registered Jan 4, 2013 (16 days) · Other
- UBS Financial Services Inc. to Decker Wealth Management, LLCleft Jan 12, 2011, registered Jan 5, 2011 (-7 days) · Other
- Suntrust Investment Services, Inc. to UBS Financial Services Inc.left May 12, 2004, registered Apr 12, 2004 (-30 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address