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.
K•••• J••• W•••••••
- Title
- Investment Advisor Representativereportedsynergy-am.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.
- S•••••• A•••• M••••••••• L•• independent RIA currentsince Apr 17, 2020 · Vancouver, Wa
- L••••••• F••••••••• I••• state registeredSep 27, 2022 to Jun 18, 2026 · Tacoma, Wa
- G••••••• C•••••• L•• unclassifiedOct 24, 2018 to Apr 1, 2020 · Sammamish, Wa
- G•••••••• W••••• M••••••••• L•• state registeredMar 1, 2016 to Jun 15, 2018 · Mercer Island, Wa
- E•••• W••••• M••••••••• I••• independent RIAJan 31, 2013 to Mar 25, 2015 · Kirkland, Wa
- T• A••••••••• I••••••••• M••••••••• L•• formerJan 24, 2008 to Jan 14, 2013 · Bellevue, Wa
- T• A••••••••• I••• formerJan 24, 2008 to Jan 14, 2013 · Bellevue, Wa
- K•• I••••••••• S••••••• L•• BD affiliatedMay 11, 2006 to Jan 2, 2008 · Tacoma, Wa
- S••••••• F•••••••• G••••• I••• unclassifiedFeb 16, 2005 to Jul 27, 2006 · Renton, Wa
- L••••••• F••••••••• I••• to no registered destinationleft Jun 18, 2026 · Departure, no registered destination
- G••••••• C•••••• L•• to S•••••• A•••• M••••••••• L••left Apr 1, 2020, registered Apr 17, 2020 (16 days) · Other
- G•••••••• W••••• M••••••••• L•• to G••••••• C•••••• L••left Jun 15, 2018, registered Oct 24, 2018 (131 days) · Other
- E•••• W••••• M••••••••• I••• to G•••••••• W••••• M••••••••• L••left Mar 25, 2015, registered Mar 1, 2016 (342 days) · Other
- T• A••••••••• I••• to E•••• W••••• M••••••••• I•••left Jan 14, 2013, registered Jan 31, 2013 (17 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jan 14, 2013, registered Jan 24, 2008 (-1817 days) · channel change inside one enterprise, not a move
- K•• I••••••••• S••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••left Jan 2, 2008, registered Jan 24, 2008 (22 days) · Other
- S••••••• F•••••••• G••••• I••• to K•• I••••••••• S••••••• L••left Jul 27, 2006, registered May 11, 2006 (-77 days) · Other
- K•••• J••• W••••••• no longer registered at L••••••• F••••••••• I•••; no later IA registration on IAPDJun 18, 2026 · Advisor departure · 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address