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.
Registered advisor
Edna Kowitz
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Edna Krell
At current firm
9 y
since Jul 3, 2017
In the industry
25 y
since Jan 30, 2001 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lexaurum Advisors independent RIA currentsince Jul 3, 2017 · Owings Mills, Md
- Summit Financial Group Inc formerSep 1, 2016 to Jul 11, 2017 · Reisterstown, Md
- Vsr Advisory Services formerJan 29, 2014 to Sep 1, 2016 · Overland Park, Ks
- Kowitz Financial Group unclassifiedJun 30, 2011 to Oct 16, 2014 · Owings Mills, Md
- Northwestern Mutual Investment Services,LLC no RAUMDec 7, 2006 to Apr 6, 2011 · Ellicott City, Md
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial Group Inc to Lexaurum Advisorsleft Jul 11, 2017, registered Jul 3, 2017 (-8 days) · Other
- Vsr Advisory Services to Summit Financial Group Incleft Sep 1, 2016, registered Sep 1, 2016 (0 days) · corporate re-registration, not a move
- Kowitz Financial Group to Vsr Advisory Servicesleft Oct 16, 2014, registered Jan 29, 2014 (-260 days) · Other
- Northwestern Mutual Investment Services,LLC to Kowitz Financial Groupleft Apr 6, 2011, registered Jun 30, 2011 (85 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address