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
Ravi Benjamin Kahan
Feed of 09/15/2026
At current firm
6 y
since Feb 19, 2020
In the industry
21 y
since Jun 7, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
2
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
- Osaic Advisory Services, LLC BD affiliated currentsince Nov 8, 2024 · Atlanta, Ga
- Creative Financial Partners state registered currentsince Feb 19, 2020 · Atlanta, Ga
- Arbor Point Advisors formerSep 18, 2020 to Nov 8, 2024 · Atlanta, Ga
- Ssn Advisory, Inc. formerDec 17, 2019 to Sep 18, 2020 · Atlanta, Ga
- Woodbury Financial Services, Inc. formerMar 1, 2019 to Dec 26, 2019 · Atlanta, Ga
- Questar Asset Management, Inc. formerDec 23, 2013 to Mar 1, 2019 · Minneapolis, Mn
- Ssn Advisory, Inc. formerJan 28, 2009 to Dec 19, 2013 · Woodstock, Ga
- Ameriprise Financial Services, LLC national BDJun 7, 2005 to Oct 7, 2006 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Arbor Point Advisors to Osaic Advisory Services, LLCleft Nov 8, 2024, registered Nov 8, 2024 (0 days) · corporate re-registration, not a move
- Ssn Advisory, Inc. to Creative Financial Partnersleft Sep 18, 2020, registered Feb 19, 2020 (-212 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Woodbury Financial Services, Inc. to Ssn Advisory, Inc.left Dec 26, 2019, registered Dec 17, 2019 (-9 days) · channel change inside one enterprise, not a move
- Questar Asset Management, Inc. to Woodbury Financial Services, Inc.left Mar 1, 2019, registered Mar 1, 2019 (0 days) · corporate re-registration, not a move
- Ssn Advisory, Inc. to Questar Asset Management, Inc.left Dec 19, 2013, registered Dec 23, 2013 (4 days) · Other
- Ameriprise Financial Services, LLC to Ssn Advisory, Inc.left Oct 7, 2006, registered Jan 28, 2009 (844 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address