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Registered advisor
E••• J• K••••
Feed of 09/14/2026
Also filed as E••• J K••••
At current firm
8 y
since Feb 14, 2018
In the industry
24 y
since Oct 19, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
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
- L•• F•••••••• L•• BD affiliated currentsince Feb 14, 2018 · Hillsboro, Or
- S•• I••••••••• I••• formerMar 20, 2009 to Feb 14, 2018 · Portland, Or
- M••••• S•••••• D• I••• unclassifiedJul 25, 2003 to Aug 29, 2005 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
- S•• I••••••••• I••• to L•• F•••••••• L••left Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to S•• I••••••••• I•••left Aug 29, 2005, registered Mar 20, 2009 (1299 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address