RIA Intelligence

b••••••• email

kendall@castlepointwealth.comreportedcastlepointwealth.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.

• C••••••••• W••••• A••••••• independent RIA current
  since Sep 28, 2015 · Oklahoma City, Ok
• T•• L••••• F•••••••• G••••• I••• independent RIA
  Jun 3, 2005 to Jul 7, 2015 · Tulsa, Ok
• T•• F•••••••• • B••••••• R••••••• C••••••••• unclassified
  Nov 18, 2003 to Dec 31, 2005 · Tulsa, Ok
• U•• F•••••••• S••••••• I••• wirehouse
  Jul 18, 2002 to Aug 28, 2003 · Oklahoma City, Ok

• T•• L••••• F•••••••• G••••• I••• to C••••••••• W••••• A•••••••
  left Jul 7, 2015, registered Sep 28, 2015 (83 days) · Other
• T•• F•••••••• • B••••••• R••••••• C••••••••• to T•• L••••• F•••••••• G••••• I•••
  left Dec 31, 2005, registered Jun 3, 2005 (-211 days) · Other
• U•• F•••••••• S••••••• I••• to T•• F•••••••• • B••••••• R••••••• C•••••••••
  left Aug 28, 2003, registered Nov 18, 2003 (82 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

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address