S•••••• P•••••• G•••••••

Business email

••• LockedreportedWWW.KGWP.COMfirm site, Sep 15, 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••••••• • G••••••• W••••• P••••••• L•• independent RIA current
  since Jan 25, 2022 · Upper Arlington, Oh
• K••••••• • G••••••• W••••• P••••••• L•• independent RIA
  Jan 4, 2012 to Dec 31, 2021 · Upper Arlington, Oh
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
  Jan 2, 2009 to Jan 9, 2012 · Upper Arlington, Oh
• R•••••• J•••• F•••••••• S•••••••• I••• unclassified
  Feb 17, 2005 to Jan 2, 2009 · Columbus, Oh
• O•••• F•• I••• former
  Jan 1, 2000 to Feb 9, 2005 · Columbus, Oh

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to K••••••• • G••••••• W••••• P••••••• L••
  left Jan 9, 2012, registered Jan 4, 2012 (-5 days) · Other
• R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
• O•••• F•• I••• to R•••••• J•••• F•••••••• S•••••••• I•••
  left Feb 9, 2005, registered Feb 17, 2005 (8 days) · Other

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

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address