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

E••• K••••••

C•••••• W••••• M••••••••• L••independent RIANaperville, Il dual registrantIAPD 4683424

Feed of 09/15/2026

Also filed as Evan H Kanarek

At current firm

3 y

since Jun 30, 2023

In the industry

20 y

since Jan 26, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• W••••• M••••••••• L•• independent RIA current
since Jun 30, 2023 · Naperville, Il
C•••••••• W••••• former
Nov 18, 2021 to Jun 27, 2023 · Greenwich, Ct
N••••••••• A•••• M••••••••• L•• former
Aug 28, 2019 to Nov 8, 2021 · Greenwich, Ct
C••••• S••••• S••••••••• •••• L•• former
Sep 6, 2011 to May 21, 2013 · West Conshohocken, Pa
M••••• S•••••• • C•• L•• unclassified
Jul 27, 2007 to Dec 20, 2007 · Purchase, Ny

Moves

a registration end followed by a registration begin elsewhere

C•••••••• W••••• to C•••••• W••••• M••••••••• L••
left Jun 27, 2023, registered Jun 30, 2023 (3 days) · RIA to RIA
N••••••••• A•••• M••••••••• L•• to C•••••••• W•••••
left Nov 8, 2021, registered Nov 18, 2021 (10 days) · RIA to RIA · moved with a team
C••••• S••••• S••••••••• •••• L•• to N••••••••• A•••• M••••••••• L••
left May 21, 2013, registered Aug 28, 2019 (2290 days) · Other
M••••• S•••••• • C•• L•• to C••••• S••••• S••••••••• •••• L••
left Dec 20, 2007, registered Sep 6, 2011 (1356 days) · Other

Signals

E••• K•••••• left C•••••••• W••••• for C•••••• W••••• M••••••••• L•• (registered 2023-06-30)
Jun 27, 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: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address