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•••• P••••• M•••••••

G•••••••• C••••••independent RIAMetairie, LaIA-onlyIAPD 3251168

Feed of 09/14/2026

Also filed as K•••• Becky P•••••

At current firm

2 y

since Aug 8, 2024

In the industry

27 y

since Aug 19, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Client Relationship Managerreportedguilbaultcapital.comfirm site, Sep 15, 2026
Direct business phone: 504-612-9251reportedguilbaultcapital.comfirm site, Sep 15, 2026
Professional profile: guilbaultcapital.com/karla-p-marcello.htm?profilelayoutmode=lightreportedguilbaultcapital.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

G•••••••• C•••••• independent RIA current
since Aug 8, 2024 · Metairie, La
W•••• F•••• A••••••• wirehouse
Nov 22, 2017 to Aug 6, 2024 · Metairie, La
U•• F•••••••• S••••••• I••• wirehouse
Dec 17, 2015 to Nov 13, 2017 · New Orleans, La
U•• F•••••••• S••••••• I••• wirehouse
May 30, 2007 to Feb 7, 2011 · Washington, Dc
F•• I••••••••• M••••••••• I••• unclassified
Jan 8, 2004 to Jun 4, 2007 · Arlington, Va
F•• I••••••••• M••••••••• I••• unclassified
May 21, 2003 to Dec 31, 2003 · Arlington, Va
F••••••• B••••••• R••••• I••••••••• M••••••••• I•• unclassified
Jan 17, 2003 to Apr 14, 2003 · Arlington, Va

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to G•••••••• C••••••
left Aug 6, 2024, registered Aug 8, 2024 (2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Nov 13, 2017, registered Nov 22, 2017 (9 days) · Wirehouse to wirehouse
F•• I••••••••• M••••••••• I••• to U•• F•••••••• S••••••• I•••
left Jun 4, 2007, registered May 30, 2007 (-5 days) · Other
F••••••• B••••••• R••••• I••••••••• M••••••••• I•• to F•• I••••••••• M••••••••• I•••
left Apr 14, 2003, registered May 21, 2003 (37 days) · Other

Signals

K•••• P••••• M••••••• left W•••• F•••• A••••••• for G•••••••• C•••••• (registered 2024-08-08)
Aug 6, 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: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address