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Registered advisor
W•••••• H••••• K•••••
Feed of 09/14/2026
Also filed as Bill K•••••
At current firm
0 y
since Oct 23, 2025
In the industry
32 y
since Jun 6, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• I••••••••• A•••••••• L•• independent RIA currentsince Oct 23, 2025 · Savannah, Ga
- R•••••• J•••• • A••••••••• I••• national BDSep 22, 2017 to Oct 23, 2025 · St. Petersburg, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedOct 17, 2016 to Sep 27, 2017 · Savannah, Ga
- S••••••• I••••••••• S•••••••• I••• formerMar 26, 1998 to Dec 31, 2016 · Savannah, Ga
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to C••••••••• I••••••••• A•••••••• L••left Oct 23, 2025, registered Oct 23, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- T••••• A••••••• S•••••••• I••• to R•••••• J•••• • A••••••••• I•••left Sep 27, 2017, registered Sep 22, 2017 (-5 days) · Other · moved with a team
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Oct 17, 2016 (-75 days) · corporate re-registration, not a move
Signals
- W•••••• H••••• K••••• left R•••••• J•••• • A••••••••• I••• for C••••••••• I••••••••• A•••••••• L•• (registered 2025-10-23)Oct 23, 2025 · Advisor changed firm · 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address