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
Sarah Williams Whipps Kenda
Feed of 09/14/2026
Also filed as Sarah Hood
At current firm
0 y
since May 4, 2026
In the industry
21 y
since Oct 29, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince May 4, 2026 · Bedford, Nh
- Financial Strategies Retirement Partners unclassifiedSep 12, 2018 to Apr 8, 2026 · Bedford, Nh
- Commonwealth Financial Network national BDJul 6, 2018 to May 5, 2026 · Bedford, Nh
- Federated Investment Counseling institutionalOct 29, 2004 to Oct 26, 2006 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Financial Strategies Retirement Partnersleft May 5, 2026, registered Sep 12, 2018 (-2792 days) · Other · moved with a team
- Financial Strategies Retirement Partners to Raymond James Financial Services Advisors, Incleft Apr 8, 2026, registered May 4, 2026 (26 days) · Other · moved with a team
- Federated Investment Counseling to Commonwealth Financial Networkleft Oct 26, 2006, registered Jul 6, 2018 (4271 days) · Other
Signals
- Sarah Williams Whipps Kenda left Commonwealth Financial Network for Financial Strategies Retirement Partners (registered 2018-09-12)May 5, 2026 · Advisor changed firm · fact
- Sarah Williams Whipps Kenda left Financial Strategies Retirement Partners for Raymond James Financial Services Advisors, Inc (registered 2026-05-04)Apr 8, 2026 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address