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.

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.

Registered advisor

A••••• R••• K••••••

J• W• C••• A•••••••• I•••BD affiliatedTampa, Fl dual registrantIAPD 4618630

Feed of 09/15/2026

Also filed as Andrea Ruth Camirand

At current firm

2 y

since Aug 29, 2024

In the industry

23 y

since Feb 21, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J• W• C••• A•••••••• I••• BD affiliated current
since Aug 29, 2024 · Paso Robles, Ca
G•••• P•••• A•••••••• L•• former
Mar 7, 2023 to Aug 29, 2024 · Paso Robles, Ca
I••••••••• F•••••••• G••••• L•• BD affiliated
Nov 8, 2019 to Mar 8, 2023 · Paso Robles, Ca
L•• F•••••••• L•• BD affiliated
Sep 28, 2016 to Nov 25, 2019 · Paso Robles, Ca
W•••• F•••• A••••••• wirehouse
Mar 15, 2013 to Sep 29, 2016 · Paso Robles, Ca
E••••• J•••• national BD
Nov 21, 2005 to Mar 21, 2013 · Morro Bay, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 19, 2005 to Nov 28, 2005 · Bakersfield, Ca

Moves

a registration end followed by a registration begin elsewhere

G•••• P•••• A•••••••• L•• to J• W• C••• A•••••••• I•••
left Aug 29, 2024, registered Aug 29, 2024 (0 days) · Affiliated broker-dealer or bank to another
I••••••••• F•••••••• G••••• L•• to G•••• P•••• A•••••••• L••
left Mar 8, 2023, registered Mar 7, 2023 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
L•• F•••••••• L•• to I••••••••• F•••••••• G••••• L••
left Nov 25, 2019, registered Nov 8, 2019 (-17 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
W•••• F•••• A••••••• to L•• F•••••••• L••
left Sep 29, 2016, registered Sep 28, 2016 (-1 days) · Other · moved with a team
E••••• J•••• to W•••• F•••• A•••••••
left Mar 21, 2013, registered Mar 15, 2013 (-6 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E••••• J••••
left Nov 28, 2005, registered Nov 21, 2005 (-7 days) · Wirehouse to affiliated broker-dealer or bank

Signals

A••••• R••• K•••••• left G•••• P•••• A•••••••• L•• for J• W• C••• A•••••••• I••• (registered 2024-08-29)
Aug 29, 2024 · Advisor changed firm · fact
A••••• R••• K•••••• left I••••••••• F•••••••• G••••• L•• for G•••• P•••• A•••••••• L•• (registered 2023-03-07)
Mar 8, 2023 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address