DFX Intelligence

RIA Intelligence

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Registered advisor

K•••• A••••• K••••••

K•••••• W••••• • T•• M••••••••• L••independent RIASouthbury, CtIA-onlyIAPD 2891568

Feed of 09/14/2026

At current firm

12 y

since Sep 5, 2014

In the industry

30 y

since Oct 1, 1995 (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

Professional profile

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

Designations: CPAreportedWWW.KENNEDYWEALTH.COMas printed on the bio page, Sep 16, 2026
Professional profile: LINKEDIN.COM/IN/K••••-K••••••-CPA-97117237reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: KENNEDYWEALTH.COM/kevin-kennedy.htmreportedWWW.KENNEDYWEALTH.COMfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/kevin-kennedy-cpa-97117237reportedWWW.KENNEDYWEALTH.COMfirm site, Sep 16, 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

K•••••• W••••• • T•• M••••••••• L•• independent RIA current
since Sep 5, 2014 · Southbury, Ct
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Mar 28, 2005 to Nov 12, 2014 · Southbury, Ct
C•••••••• I••••••••• R•••••••• I••• unclassified
Jun 19, 2003 to Mar 28, 2005 · Southbury, Ct
T•••••• S••••••••• A••••••• C•••• unclassified
Feb 10, 2003 to Jun 19, 2003 · Southbury, Ct

Moves

a registration end followed by a registration begin elsewhere

C•••••••• I••••••••• R••••••• A•••••••• I••• to K•••••• W••••• • T•• M••••••••• L••
left Nov 12, 2014, registered Sep 5, 2014 (-68 days) · Other
C•••••••• I••••••••• R•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
T•••••• S••••••••• A••••••• C•••• to C•••••••• I••••••••• R•••••••• I•••
left Jun 19, 2003, registered Jun 19, 2003 (0 days) · Other

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