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.
K••••••• A•• O•••••
- Title
- Operations Managerreportedwealthadvtb.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/kim-oliver-7147a55breportedadviserinfo.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.
- W••••• A••••••• O• T•••• B•• independent RIA currentsince Jan 1, 2025 · T••••, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDSep 8, 2016 to Sep 11, 2019 · Orlando, Fl
- L•• F•••••••• L•• BD affiliatedFeb 2, 2016 to Sep 28, 2016 · San Luis Obispo, Ca
- T•• S•••••••• F•••••••• A••••••• BD affiliatedFeb 13, 2012 to Sep 29, 2015 · Atlanta, Ga
- P•••••• W••• F•••••••• C••••••••• I•• formerSep 15, 2008 to Jan 23, 2012 · Renton, Wa
- R•• C•••••• M••••••• L•• national BDFeb 27, 2004 to Jul 31, 2008 · St. Petersburg, Fl
- W•••••• R• H•••• • C•• unclassifiedJan 4, 2001 to Feb 27, 2004 · St. Petersburg,, Fl
- A••••••••• F•••••••• S•••••••• L•• to W••••• A••••••• O• T•••• B••left Sep 11, 2019, registered Jan 1, 2025 (1939 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Sep 28, 2016, registered Sep 8, 2016 (-20 days) · Other
- T•• S•••••••• F•••••••• A••••••• to L•• F•••••••• L••left Sep 29, 2015, registered Feb 2, 2016 (126 days) · Other
- P•••••• W••• F•••••••• C••••••••• I•• to T•• S•••••••• F•••••••• A•••••••left Jan 23, 2012, registered Feb 13, 2012 (21 days) · Other
- R•• C•••••• M••••••• L•• to P•••••• W••• F•••••••• C••••••••• I••left Jul 31, 2008, registered Sep 15, 2008 (46 days) · Other
- W•••••• R• H•••• • C•• to R•• C•••••• M••••••• L••left Feb 27, 2004, registered Feb 27, 2004 (0 days) · Other
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address