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.
Registered advisor
Kenneth Corbett Robinson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kenneth C. Robinson
At current firm
12 y
since Mar 28, 2014
In the industry
29 y
since Aug 1, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Kcr Wealth Management, LLC state registered currentsince Mar 28, 2014 · Reston, Va
- Bernhardt Wealth Management, Inc. formerApr 19, 2012 to Mar 3, 2014 · Mclean, Va
- The Monitor Group, Inc. formerJan 14, 2000 to May 30, 2012 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Bernhardt Wealth Management, Inc. to Kcr Wealth Management, LLCleft Mar 3, 2014, registered Mar 28, 2014 (25 days) · Other
- The Monitor Group, Inc. to Bernhardt Wealth Management, Inc.left May 30, 2012, registered Apr 19, 2012 (-41 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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address