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•••••• L••••• P•••

L•• E••••••••• L••BD affiliatedFruitland, Iddual registrantIAPD 2709929

Feed of 09/14/2026

Also filed as Katrina Larisa Rush

At current firm

1 y

since Nov 18, 2024

In the industry

29 y

since Nov 20, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• E••••••••• L•• BD affiliated current
since Nov 18, 2024 · Fruitland, Id
F•••• C•••••• A••••••• S••••••• BD affiliated
Apr 9, 2020 to Oct 3, 2024 · Fort Worth, Tx
B••••••• I••••••••• S•••••••• I••• ••••• former
May 13, 2019 to Apr 7, 2020 · Sacramento, Ca
L•• F•••••••• I••• former
May 26, 2016 to May 26, 2016 · Sacramento, Ca
A• S••••••••• former
Jun 11, 2008 to Dec 31, 2010 · Folsom, Ca
A••••••• F••••••••• L••• BD affiliated
Mar 26, 2008 to Nov 5, 2012 · Sacramento, Ca
B••••• • Y•••• A•••••••• I••• former
May 31, 2006 to Aug 17, 2007 · Folsom, Ca

Moves

a registration end followed by a registration begin elsewhere

F•••• C•••••• A••••••• S••••••• to L•• E••••••••• L••
left Oct 3, 2024, registered Nov 18, 2024 (46 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
B••••••• I••••••••• S•••••••• I••• ••••• to F•••• C•••••• A••••••• S•••••••
left Apr 7, 2020, registered Apr 9, 2020 (2 days) · Affiliated broker-dealer or bank to another
L•• F•••••••• I••• to B••••••• I••••••••• S•••••••• I••• •••••
left May 26, 2016, registered May 13, 2019 (1082 days) · Other
A••••••• F••••••••• L••• to A• S•••••••••
left Nov 5, 2012, registered Jun 11, 2008 (-1608 days) · Other
A• S••••••••• to L•• F•••••••• I•••
left Dec 31, 2010, registered May 26, 2016 (1973 days) · Other
B••••• • Y•••• A•••••••• I••• to A••••••• F••••••••• L•••
left Aug 17, 2007, registered Mar 26, 2008 (222 days) · Other

Signals

K•••••• L••••• P••• left F•••• C•••••• A••••••• S••••••• for L•• E••••••••• L•• (registered 2024-11-18)
Oct 3, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address