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Registered advisor
D•••••••• K•••••••••
Feed of 09/14/2026
Also filed as Demetri K•••••••••
At current firm
2 y
since Apr 3, 2024
In the industry
17 y
since May 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Apr 3, 2024 · Buda, Tx
- R•••••• J•••• • A••••••••• I••• national BDApr 26, 2021 to Apr 2, 2024 · San Antonio, Tx
- V••••••• A•••••••• I••• BD affiliatedJan 5, 2021 to Apr 23, 2021 · Malvern, Pa
- J••• M••••• S••••••••• L•• wirehouseJul 21, 2014 to Aug 9, 2016 · Newark, De
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Apr 2, 2024, registered Apr 3, 2024 (1 days) · Affiliated broker-dealer or bank to another
- V••••••• A•••••••• I••• to R•••••• J•••• • A••••••••• I•••left Apr 23, 2021, registered Apr 26, 2021 (3 days) · Affiliated broker-dealer or bank to another
- J••• M••••• S••••••••• L•• to V••••••• A•••••••• I•••left Aug 9, 2016, registered Jan 5, 2021 (1610 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- D•••••••• K••••••••• left R•••••• J•••• • A••••••••• I••• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-04-03)Apr 2, 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
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address