DFX Intelligence

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.

Registered advisor

K•••• B•••• T••••••

C•• P•••••••• L••independent RIAFranklin, TnIA-onlyIAPD 2690141

Feed of 09/14/2026

Also filed as K•••• Sue B••••

At current firm

6 y

since Jan 13, 2020

In the industry

30 y

since Jan 9, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CRPCreportedcap-partners.comas printed on the bio page, Sep 16, 2026
Direct business phone: 615-592-6535reportedcap-partners.comfirm site, Sep 15, 2026
Professional profile: CAP-PARTNERS.COM/karen-tidwell.htm?profilelayoutmode=lightreportedcap-partners.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.

Registration history

IAPD current and previous registrations

C•• P•••••••• L•• independent RIA current
since Jan 13, 2020 · Franklin, Tn
U•• F•••••••• S••••••• I••• wirehouse
Nov 6, 2008 to Jan 25, 2010 · Nashville, Tn
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 23, 2004 to Nov 10, 2008 · Franklin, Tn
U•• F•••••••• S••••••• I••• wirehouse
Jan 14, 2004 to Feb 24, 2004 · Nashville, Tn

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to C•• P•••••••• L••
left Jan 25, 2010, registered Jan 13, 2020 (3640 days) · Wirehouse to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left Nov 10, 2008, registered Nov 6, 2008 (-4 days) · Wirehouse to wirehouse
U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 24, 2004, registered Feb 23, 2004 (-1 days) · Wirehouse to wirehouse

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: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address