RIA Intelligence
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K••• A•••• H•••••••
- Professional profile
- LINKEDIN.COM/IN/K•••-H•••••••reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- S••• H••••• I••••••••• A•••••••• L•• state registered currentsince Oct 22, 2025 · Ijamsville, Md
- B••••• I••••••••• A••••••• L•• independent RIAAug 19, 2003 to Nov 30, 2010 · Gaithersburg, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 20, 1998 to Jul 29, 2002 · Rockville, Md
- B••••• I••••••••• A••••••• L•• to S••• H••••• I••••••••• A•••••••• L••left Nov 30, 2010, registered Oct 22, 2025 (5440 days) · RIA to a state-registered adviser
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••••• I••••••••• A••••••• L••left Jul 29, 2002, registered Aug 19, 2003 (386 days) · Wirehouse to independent RIA
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
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address