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.
S•••••• J•• P•••
- Designations
- CFPreportedkassoufwealth.comas printed on the bio page, Sep 17, 2026
- Years, as the firm states
- 30reportedkassoufwealth.com“He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner with nearly 30 years of experience in the financial planning profession.”
- Business email
- spike@kassoufwealth.comreportedkassoufwealth.comfirm site, Sep 17, 2026
- Professional profile
- kassoufwealth.com/team/shannon-pike-cfpreportedkassoufwealth.comfirm site, Sep 17, 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•••••• W••••• A•••••••• L•• independent RIA currentsince Nov 28, 2022 · Birmingham, Al
- T••••••••• L••••• A•••••••• L•• independent RIAMay 13, 2016 to Nov 3, 2022 · Houston, Tx
- A•••• M••••••••• A••••••• I•• formerFeb 27, 2014 to Jan 8, 2016 · Houston, Tx
- I•••••• W••••• A•••••••• L•• independent RIANov 17, 2011 to Jan 24, 2014 · Houston, Tx
- L••••••• W•••••• I••• independent RIADec 18, 2006 to Nov 17, 2011 · Houston, Tx
- F•• S••••••••• C••••••••• formerAug 6, 2004 to Aug 11, 2004 · Houston, Tx
- B••• O•• S••••••••• C••••••••• unclassifiedAug 27, 2003 to Feb 2, 2006 · Houston, Tx
- T••••••••• L••••• A•••••••• L•• to K•••••• W••••• A•••••••• L••left Nov 3, 2022, registered Nov 28, 2022 (25 days) · RIA to RIA
- A•••• M••••••••• A••••••• I•• to T••••••••• L••••• A•••••••• L••left Jan 8, 2016, registered May 13, 2016 (126 days) · Other
- I•••••• W••••• A•••••••• L•• to A•••• M••••••••• A••••••• I••left Jan 24, 2014, registered Feb 27, 2014 (34 days) · Other
- L••••••• W•••••• I••• to I•••••• W••••• A•••••••• L••left Nov 17, 2011, registered Nov 17, 2011 (0 days) · Other
- B••• O•• S••••••••• C••••••••• to F•• S••••••••• C•••••••••left Feb 2, 2006, registered Aug 6, 2004 (-545 days) · Other
- F•• S••••••••• C••••••••• to L••••••• W•••••• I•••left Aug 11, 2004, registered Dec 18, 2006 (859 days) · Other
- S•••••• J•• P••• left T••••••••• L••••• A•••••••• L•• for K•••••• W••••• A•••••••• L•• (registered 2022-11-28)Nov 3, 2022 · Advisor changed firm · 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address