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

R••••• L•••••• K••••••••

I••••••••• F•••••••• P•••••••BD affiliatedTampa, Fl IA-onlyIAPD 4166643

Feed of 09/14/2026

Also filed as Robbie K••••••••

At current firm

1 y

since Mar 6, 2025

In the industry

26 y

since Mar 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• F•••••••• P••••••• BD affiliated current
since Mar 6, 2025 · Port Orange, Fl
A••••••• S••••••• N•••••• i••••••••• wealth
Jan 31, 2023 to Mar 26, 2025 · Port Orange, Fl
R••••• A••••••• G•••• former
Mar 2, 2015 to Mar 27, 2023 · Port Orange, Fl
C•••••••• F•••••••• G•••• A••••••• former
Dec 3, 2003 to Dec 31, 2017 · South Daytona, Fl

Moves

a registration end followed by a registration begin elsewhere

A••••••• S••••••• N•••••• to I••••••••• F•••••••• P•••••••
left Mar 26, 2025, registered Mar 6, 2025 (-20 days) · RIA to affiliated broker-dealer or bank
R••••• A••••••• G•••• to A••••••• S••••••• N••••••
left Mar 27, 2023, registered Jan 31, 2023 (-55 days) · RIA to RIA · moved with a team
C•••••••• F•••••••• G•••• A••••••• to R••••• A••••••• G••••
left Dec 31, 2017, registered Mar 2, 2015 (-1035 days) · Other

Signals

R••••• L•••••• K•••••••• left A••••••• S••••••• N•••••• for I••••••••• F•••••••• P••••••• (registered 2025-03-06)
Mar 26, 2025 · Advisor changed firm · fact
R••••• L•••••• K•••••••• left R••••• A••••••• G•••• for A••••••• S••••••• N•••••• (registered 2023-01-31)
Mar 27, 2023 · 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: 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