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RIA Intelligence
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Registered advisor
K••• J•• B•••••••••
Feed of 09/14/2026
Also filed as K••• B•••••••••
At current firm
0 y
since Jan 1, 2026
In the industry
32 y
since Aug 1, 1994 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- K• P•••••• W••••• M••••••••• G•••• former currentsince Jan 1, 2026 · Sherman Oaks, Ca
- W••••• R•••••••• G•••• formerAug 24, 2005 to Nov 4, 2019 · Woodland Hills, Ca
- F• F•••••••• L•• unclassifiedJul 14, 2005 to Aug 24, 2005 · Woodland Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- W••••• R•••••••• G•••• to K• P•••••• W••••• M••••••••• G••••left Nov 4, 2019, registered Jan 1, 2026 (2250 days) · RIA to RIA
- F• F•••••••• L•• to W••••• R•••••••• G••••left Aug 24, 2005, registered Aug 24, 2005 (0 days) · Other
Signals
No dated event on this person.
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
- Former SEC-registered adviserderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address