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Registered advisor
M•••••• D• K•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as M•••••• D• K•••••••
At current firm
0 y
since May 11, 2026
In the industry
26 y
since Dec 17, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince May 11, 2026 · Jacksonville Beach, Fl
- S•••••••• A••••••• L•• national BDOct 9, 2012 to May 25, 2018 · Jacksonville, Fl
- S••••••• I••••••••• S•••••••• I••• formerAug 12, 2003 to Sep 6, 2012 · Ocala, Fl
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedJan 22, 2003 to Jul 10, 2003 · Jacksonville, Fl
- O•••• F•• I••• formerDec 17, 1999 to Jan 9, 2003 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• A••••••• L•• to C••••• I••••••••• A••••••• L••left May 25, 2018, registered May 11, 2026 (2908 days) · Affiliated broker-dealer or bank to another
- S••••••• I••••••••• S•••••••• I••• to S•••••••• A••••••• L••left Sep 6, 2012, registered Oct 9, 2012 (33 days) · Other
- T••••••••• F•••••••• A•••••••• L•• to S••••••• I••••••••• S•••••••• I•••left Jul 10, 2003, registered Aug 12, 2003 (33 days) · Other
- O•••• F•• I••• to T••••••••• F•••••••• A•••••••• L••left Jan 9, 2003, registered Jan 22, 2003 (13 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address