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Registered advisor
K•••••• P••• Z••••
Feed of 09/14/2026
Also filed as K•••••• P••• Z••••
At current firm
6 y
since May 27, 2020
In the industry
26 y
since Feb 5, 2000 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B•••••••• I••••••••• M••••••••• L•• asset manager currentsince May 27, 2020 · Western Springs, Il
- I•••••• A•••••••• I••• asset managerMar 8, 2011 to Dec 7, 2018 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- I•••••• A•••••••• I••• to B•••••••• I••••••••• M••••••••• L••left Dec 7, 2018, registered May 27, 2020 (537 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address