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.
K•••• B•••••• B•••••••
- Title
- Financial Advisorreportedambwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•• W•••••• L•• independent RIA currentsince Feb 23, 2023 · Thomasville, Ga
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 31, 2016 to Jan 19, 2021 · Tallahassee, Fl
- S••••••• I••••••••• S•••••••• I••• formerJan 5, 2005 to Dec 31, 2016 · Tallahassee, Fl
- I••••• F•••••••• C••••••••• formerJun 16, 2003 to Dec 9, 2004 · Tallahassee, Fl
- A• G• E•••••• • S•••• I••• unclassifiedAug 15, 2001 to Mar 20, 2003 · Tallahasse, Fl
- T••••• A••••••• S•••••••• I••• to A•• W•••••• L••left Jan 19, 2021, registered Feb 23, 2023 (765 days) · Affiliated broker-dealer or bank to independent RIA
- S••••••• I••••••••• S•••••••• I••• to T••••• A••••••• S•••••••• I•••left Dec 31, 2016, registered Aug 31, 2016 (-122 days) · corporate re-registration, not a move
- I••••• F•••••••• C••••••••• to S••••••• I••••••••• S•••••••• I•••left Dec 9, 2004, registered Jan 5, 2005 (27 days) · Other
- A• G• E•••••• • S•••• I••• to I••••• F•••••••• C•••••••••left Mar 20, 2003, registered Jun 16, 2003 (88 days) · Other
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.
- 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