M•••••• G••••• K•••••••

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 21, 2022 · Bluffton, Sc
• K••••••• • G••••••• W••••• P••••••• L•• independent RIA
  Jan 6, 2012 to Dec 31, 2021 · Bluffton, Sc
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
  Jan 2, 2009 to Jan 9, 2012 · Upper Arlington, Oh
• M••• K•••••••• L•• unclassified
  Apr 19, 2004 to Dec 31, 2004 · Columbus, Oh
• R•••••• J•••• F•••••••• S•••••••• I••• unclassified
  Mar 26, 2001 to Jan 2, 2009 · Upper Arlington, Oh

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to K••••••• • G••••••• W••••• P••••••• L••
  left Jan 9, 2012, registered Jan 6, 2012 (-3 days) · Other
• R•••••• J•••• F•••••••• S•••••••• I••• to M••• K•••••••• L••
  left Jan 2, 2009, registered Apr 19, 2004 (-1719 days) · Other
• M••• K•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Dec 31, 2004, registered Jan 2, 2009 (1463 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

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address