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.
D••••• D•••• K•••••
- Business email
- dkeller@kellercpa.comreportedkellercpa.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.
- K••••• F•••••••• G•••• independent RIA currentsince Dec 18, 2023 · Camp Hill, Pa
- L•• F•••••••• L•• BD affiliatedFeb 14, 2018 to Dec 31, 2023 · Camp Hill, Pa
- I••••• F•••••••• C••••••••• formerJan 12, 2011 to Feb 20, 2018 · Carlisle, Pa
- C••••• A•••••• N••••••• L•• formerJul 29, 2002 to Sep 17, 2007 · Carlisle, Pa
- K•• W••••• M••••••••• L•• unclassifiedJun 14, 2000 to Dec 21, 2021 · Carlisle, Pa
- L•• F•••••••• L•• to K••••• F•••••••• G••••left Dec 31, 2023, registered Dec 18, 2023 (-13 days) · Affiliated broker-dealer or bank to a newly registered adviser
- K•• W••••• M••••••••• L•• to C••••• A•••••• N••••••• L••left Dec 21, 2021, registered Jul 29, 2002 (-7085 days) · Other
- I••••• F•••••••• C••••••••• to L•• F•••••••• L••left Feb 20, 2018, registered Feb 14, 2018 (-6 days) · corporate re-registration, not a move
- C••••• A•••••• N••••••• L•• to I••••• F•••••••• C•••••••••left Sep 17, 2007, registered Jan 12, 2011 (1213 days) · Other
- D••••• D•••• K••••• left L•• F•••••••• L•• for K••••• F•••••••• G•••• (registered 2023-12-18)Dec 31, 2023 · a•••••• firm change · fact
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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address