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.

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.

Registered advisor

M••••••• K• R•••••••

D••••••••• C••••••independent RIATulsa, Okdual registrantIAPD 2371779

Feed of 09/14/2026

Also filed as M••••••• Kean R•••••••

At current firm

0 y

since Jun 4, 2026

In the industry

33 y

since Sep 10, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

D••••••••• C•••••• independent RIA current
since Jun 4, 2026 · Tulsa, Ok
M•••••• A•••••• N•••••• BD affiliated
Oct 31, 2024 to May 22, 2026 · Tulsa, Ok
A••••••••• F•••••••• A••••••• I••• independent RIA
Oct 26, 2021 to Oct 17, 2024 · Oklahoma City, Ok
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Oct 25, 2021 to Oct 7, 2024 · Addison, Tx
D••••••••• C•••••• independent RIA
Feb 2, 2016 to Oct 22, 2021 · Tulsa, Ok
L•• F•••••••• L•• BD affiliated
Jan 10, 2013 to Sep 8, 2016 · Tulsa, Ok
B•• F•••••••• A••••••• BD affiliated
Dec 6, 2005 to Oct 19, 2012 · Tulsa, Ok

Moves

a registration end followed by a registration begin elsewhere

M•••••• A•••••• N•••••• to D••••••••• C••••••
left May 22, 2026, registered Jun 4, 2026 (13 days) · Affiliated broker-dealer or bank to independent RIA
A••••••••• F•••••••• A••••••• I••• to M•••••• A•••••• N••••••
left Oct 17, 2024, registered Oct 31, 2024 (14 days) · RIA to affiliated broker-dealer or bank
C•••••••• I••••••••• R••••••• A•••••••• I••• to A••••••••• F•••••••• A••••••• I•••
left Oct 7, 2024, registered Oct 26, 2021 (-1077 days) · Affiliated broker-dealer or bank to independent RIA
D••••••••• C•••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Oct 22, 2021, registered Oct 25, 2021 (3 days) · RIA to affiliated broker-dealer or bank
L•• F•••••••• L•• to D••••••••• C••••••
left Sep 8, 2016, registered Feb 2, 2016 (-219 days) · Other
B•• F•••••••• A••••••• to L•• F•••••••• L••
left Oct 19, 2012, registered Jan 10, 2013 (83 days) · Other

Signals

M••••••• K• R••••••• left M•••••• A•••••• N•••••• for D••••••••• C•••••• (registered 2026-06-04)
May 22, 2026 · a•••••• firm change · fact
M••••••• K• R••••••• left A••••••••• F•••••••• A••••••• I••• for M•••••• A•••••• N•••••• (registered 2024-10-31)
Oct 17, 2024 · a•••••• firm change · fact
M••••••• K• R••••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for A••••••••• F•••••••• A••••••• I••• (registered 2021-10-26)
Oct 7, 2024 · a•••••• firm change · fact

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