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Registered advisor
K••••••• R••••
Feed of 09/14/2026
Also filed as K••••••• Renee Self
At current firm
16 y
since Jul 13, 2010
In the industry
25 y
since Nov 2, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Jul 13, 2010 · Dallas, Tx
- A••••• A•• P••••••• S••••••• BD affiliatedDec 21, 2007 to May 28, 2010 · Frisco, Tx
- C•••••• S••••• • C••• I••• national BDDec 14, 2005 to Mar 27, 2007 · Fort Worth, Tx
- B••• O•• S••••••••• C••••••••• unclassifiedApr 25, 2005 to Nov 30, 2005 · Dallas, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 3, 2000 to Aug 19, 2003 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 28, 2010, registered Jul 13, 2010 (46 days) · Other
- C•••••• S••••• • C••• I••• to A••••• A•• P••••••• S•••••••left Mar 27, 2007, registered Dec 21, 2007 (269 days) · Other
- B••• O•• S••••••••• C••••••••• to C•••••• S••••• • C••• I•••left Nov 30, 2005, registered Dec 14, 2005 (14 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••• O•• S••••••••• C•••••••••left Aug 19, 2003, registered Apr 25, 2005 (615 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
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address