RIA Intelligence

Professional profile

LINKEDIN.COM/IN/KEN-V••••-00AA9018reportedadviserinfo.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.

• V•••• C•••••• M••••••••• L•• independent RIA current
  since Sep 21, 2018 · Monroe, La
• S••••• F•••••••• W••••• A••••••• independent RIA
  Oct 5, 2015 to Sep 28, 2018 · Monroe, La
• F•••••••• I••••••••• C••••••••• L•• former
  Jan 26, 2011 to Mar 24, 2015 · Monroe, La
• F•• A•••• M••••••••• L•• former
  Aug 30, 2002 to Oct 13, 2015 · Monroe, La

• S••••• F•••••••• W••••• A••••••• to V•••• C•••••• M••••••••• L••
  left Sep 28, 2018, registered Sep 21, 2018 (-7 days) · RIA to RIA
• F•• A•••• M••••••••• L•• to F•••••••• I••••••••• C••••••••• L••
  left Oct 13, 2015, registered Jan 26, 2011 (-1721 days) · Other · moved with a team
• F•••••••• I••••••••• C••••••••• L•• to S••••• F•••••••• W••••• A•••••••
  left Mar 24, 2015, registered Oct 5, 2015 (195 days) · Other · moved with a team

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

31derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address