I••••• R•••••• K•••

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as I•• K•••

At current firm

0 y

since Jan 15, 2026

In the industry

27 y

since Oct 26, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

K••• F••••••••• L•• unclassified
Sep 5, 2007 to Sep 8, 2020 · San Clemente, Ca
Q•• F•••••••• L•• unclassified
Feb 1, 2005 to Dec 12, 2005 · Irvine, Ca
V••• F•••••••• A•••••••• I••• BD affiliated
Jan 1, 2004 to Jun 30, 2004 · Des Moines, Ia
L••••• S••••• S••••••••• I••• unclassified
Feb 15, 2002 to Jan 1, 2004 · Chino Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

K••• F••••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Sep 8, 2020, registered Jan 15, 2026 (1955 days) · Other
Q•• F•••••••• L•• to K••• F••••••••• L••
left Dec 12, 2005, registered Sep 5, 2007 (632 days) · Other
V••• F•••••••• A•••••••• I••• to Q•• F•••••••• L••
left Jun 30, 2004, registered Feb 1, 2005 (216 days) · Other
L••••• S••••• S••••••••• I••• to V••• F•••••••• A•••••••• I•••
left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address