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.
J•••• K•••••• F••••
- F•••• T•••• S••••••••• I••• BD affiliated currentsince Mar 17, 2026 · West Palm Beach, Fl
- A•••• F•••••••• A•••••••• L•• state registeredAug 1, 2022 to Mar 18, 2026 · Boca Raton, Fl
- H•••••• P•••••••• M••••••••• L•• state registeredMay 10, 2021 to Jul 28, 2022 · Lake Worth, Fl
- O•• O•• C•••••• M••••••••• L•• independent RIAJan 21, 2020 to Nov 3, 2020 · Purchase, Ny
- M••••• S•••••• wirehouseJul 31, 2017 to Sep 16, 2019 · Boca Raton, Fl
- A•••• F•••••••• A•••••••• L•• to F•••• T•••• S••••••••• I•••left Mar 18, 2026, registered Mar 17, 2026 (-1 days) · Other
- H•••••• P•••••••• M••••••••• L•• to A•••• F•••••••• A•••••••• L••left Jul 28, 2022, registered Aug 1, 2022 (4 days) · Other
- O•• O•• C•••••• M••••••••• L•• to H•••••• P•••••••• M••••••••• L••left Nov 3, 2020, registered May 10, 2021 (188 days) · Other
- M••••• S•••••• to O•• O•• C•••••• M••••••••• L••left Sep 16, 2019, registered Jan 21, 2020 (127 days) · Other
- J•••• K•••••• F•••• left A•••• F•••••••• A•••••••• L•• for F•••• T•••• S••••••••• I••• (registered 2026-03-17)Mar 18, 2026 · Advisor changed firm · fact
- J•••• K•••••• F•••• left H•••••• P•••••••• M••••••••• L•• for A•••• F•••••••• A•••••••• L•• (registered 2022-08-01)Jul 28, 2022 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address