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• C•••••

L•• F•••••••• L••BD affiliatedHouston, Txdual registrantIAPD 3003934

Certified Financial Planner

Feed of 09/14/2026

Also filed as Kenzie Lynn Conway

At current firm

0 y

since Aug 19, 2026

In the industry

28 y

since Mar 3, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Aug 19, 2026 · Houston, Tx
C•••••• S••••• • C••• I••• national BD
Nov 12, 2018 to Dec 18, 2024 · Webster, Tx
L•• F•••••••• L•• BD affiliated
Feb 5, 2018 to Aug 29, 2018 · Houston, Tx
C•••••• A•••••••• I••• former
Nov 10, 2014 to Nov 17, 2017 · League City, Tx
S•••• T•••• M•••• M••••••••• L••• former
Sep 26, 2013 to Jul 14, 2014 · San Antonio, Tx
C•••••• S••••• • C••• I••• national BD
Sep 16, 1999 to Apr 1, 2009 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to L•• F•••••••• L••
left Dec 18, 2024, registered Aug 19, 2026 (609 days) · Affiliated broker-dealer or bank to another
L•• F•••••••• L•• to C•••••• S••••• • C••• I•••
left Aug 29, 2018, registered Nov 12, 2018 (75 days) · RIA to affiliated broker-dealer or bank
C•••••• A•••••••• I••• to L•• F•••••••• L••
left Nov 17, 2017, registered Feb 5, 2018 (80 days) · Other
S•••• T•••• M•••• M••••••••• L••• to C•••••• A•••••••• I•••
left Jul 14, 2014, registered Nov 10, 2014 (119 days) · Other
C•••••• S••••• • C••• I••• to S•••• T•••• M•••• M••••••••• L•••
left Apr 1, 2009, registered Sep 26, 2013 (1639 days) · Other

Signals

K••••• L• C••••• left C•••••• S••••• • C••• I••• for L•• F•••••••• L•• (registered 2026-08-19)
Dec 18, 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address