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.
Kevin P Hopkins
- Title
- Senior Financial Advisorreportedcordamanagement.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.
- Corda Investment Management, LLC independent RIA currentsince Mar 15, 2018 · Houston, Tx
- Scottrade Investment Management formerJan 26, 2017 to Mar 8, 2018 · Saint Louis, Mo
- Td Ameritrade, Inc. formerNov 10, 2008 to Sep 13, 2016 · The Woodlands, Tx
- Td Ameritrade Investment Management, LLC formerNov 10, 2008 to Sep 13, 2016 · The Woodlands, Tx
- Strategic Advisers LLC national BDJan 24, 2007 to Nov 12, 2008 · The Woodlands, Tx
- Td Ameritrade Investment Management, LLC formerApr 24, 2006 to Dec 7, 2006 · San Jose, Ca
- Td Ameritrade, Inc. formerOct 26, 2005 to Dec 7, 2006 · Campbell, Ca
- Chase Investment Services Corp. formerJul 6, 2005 to Oct 4, 2005 · Covington, La
- Banc One Securities Corporation unclassifiedJun 15, 2005 to Jul 6, 2005 · Covington, La
- Amsouth Investment Management Company LLC unclassifiedMar 2, 2005 to Jun 3, 2005 · Mandeville, La
- Amsouth Investment Management Company LLC unclassifiedJan 21, 2005 to Mar 2, 2005 · Mandeville, La
- Td Ameritrade, Inc. formerJul 25, 2003 to Nov 25, 2003 · New Orleans, La
- Scottrade Investment Management to Corda Investment Management, LLCleft Mar 8, 2018, registered Mar 15, 2018 (7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Sep 13, 2016, registered Nov 10, 2008 (-2864 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Scottrade Investment Managementleft Sep 13, 2016, registered Jan 26, 2017 (135 days) · Other · moved with a team
- Strategic Advisers LLC to Td Ameritrade, Inc.left Nov 12, 2008, registered Nov 10, 2008 (-2 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Dec 7, 2006, registered Apr 24, 2006 (-227 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Strategic Advisers LLCleft Dec 7, 2006, registered Jan 24, 2007 (48 days) · Other
- Chase Investment Services Corp. to Td Ameritrade, Inc.left Oct 4, 2005, registered Oct 26, 2005 (22 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- Amsouth Investment Management Company LLC to Banc One Securities Corporationleft Jun 3, 2005, registered Jun 15, 2005 (12 days) · Other
- Td Ameritrade, Inc. to Amsouth Investment Management Company LLCleft Nov 25, 2003, registered Jan 21, 2005 (423 days) · Other
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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address