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Registered advisor
A••• K•••••
Certified Financial Planner
Feed of 09/14/2026
At current firm
16 y
since Mar 31, 2010
In the industry
30 y
since Dec 8, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- K•• A••••••• state registered currentsince Mar 31, 2010 · Princeton Jct, Nj
- I•••• I••••••••• A••••••• unclassifiedDec 22, 2009 to Mar 23, 2010
- K•• A••••••• state registeredMar 7, 2006 to Aug 15, 2008 · Princeton Jct, Nj
Moves
a registration end followed by a registration begin elsewhere
- I•••• I••••••••• A••••••• to K•• A•••••••left Mar 23, 2010, registered Mar 31, 2010 (8 days) · Other
- K•• A••••••• to I•••• I••••••••• A•••••••left Aug 15, 2008, registered Dec 22, 2009 (494 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address