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RIA Intelligence

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Registered advisor

K•• F••••

S•••••• N••••••• • C••••••• I•••••••••national BDMarion, Ohdual registrantIAPD 4811894
Feed of 09/14/2026
Also filed as R••••• K•• F••••••••• F••••••• K• F•••••••• F••••••••• K•• F••••
At current firm
3 y
since Jul 7, 2023
In the industry
40 y
since Jun 1, 1986 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
title, designations and roles as the firm prints them
Title
Senior Vice President/Investmentsreportedstifel.comfirm site, Sep 24, 2026
Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • ••• Locked
    Jul 11, 2023 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
40derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address