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••• K•••••••• K•••••••••
- Title
- Senior Wealth Advisorreportedprosperityea.comfirm site, Sep 15, 2026
- Years, as the firm states
- 15reportedprosperityea.com“With more than 15 years of experience, Keon Khamsehpour serves as a Senior Wealth Advisor at Prosperity, working with entrepreneurs, executives, business owners, and families.”
- Professional profile
- prosperityea.com/keon-khamsehpour?hsLang=enreportedprosperityea.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.
- P••••••••• • A• E••••••••• C•••••• independent RIA currentsince Feb 19, 2026 · La Jolla, Ca
- L•• formerMar 3, 2025 to Dec 4, 2025 · San Francisco, Ca
- L•• independent RIADec 18, 2023 to Jan 29, 2026 · Seattle, Wa
- L•• to L••left Jan 29, 2026, registered Mar 3, 2025 (-332 days) · channel change inside one enterprise, not a move
- L•• to P••••••••• • A• E••••••••• C••••••left Dec 4, 2025, registered Feb 19, 2026 (77 days) · RIA to RIA
- K••• K•••••••• K••••••••• left Lnw for P••••••••• • A• E••••••••• C•••••• (registered 2026-02-19)Dec 4, 2025 · Advisor changed firm · fact
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address