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••••••••• S••• A••••••••
- Professional profile
- saleminvestment.com/our-team/k-shea-abernethyreportedsaleminvestment.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.
- S•••• I••••••••• C••••••••• I•• independent RIA currentsince Oct 19, 2022 · Winston S••••, Nc
- A••• W••••• M••••••••• L•• unclassifiedMay 14, 2019 to Oct 7, 2022 · Winston S••••, Nc
- O•• N•••• S•••• T••••• L•• formerMar 30, 2015 to Aug 14, 2017 · Greensboro, Nc
- A•••••• A••••••• S••••••• formerJul 9, 2010 to Dec 31, 2010 · Winston S••••, Nc
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 24, 2007 to Aug 13, 2008 · Greensboro, Nc
- A•••••• A••••••• S••••••• formerJun 2, 2006 to Aug 27, 2007 · Kernersville, Nc
- A••• W••••• M••••••••• L•• to S•••• I••••••••• C••••••••• I••left Oct 7, 2022, registered Oct 19, 2022 (12 days) · Other
- O•• N•••• S•••• T••••• L•• to A••• W••••• M••••••••• L••left Aug 14, 2017, registered May 14, 2019 (638 days) · Other
- A•••••• A••••••• S••••••• to O•• N•••• S•••• T••••• L••left Dec 31, 2010, registered Mar 30, 2015 (1550 days) · Other
- V•••• F•••••••• A•••••••• I••• to A•••••• A••••••• S•••••••left Aug 13, 2008, registered Jul 9, 2010 (695 days) · Other
- A•••••• A••••••• S••••••• to V•••• F•••••••• A•••••••• I•••left Aug 27, 2007, registered Aug 24, 2007 (-3 days) · Other
- K••••••••• S••• A•••••••• left A••• W••••• M••••••••• L•• for S•••• I••••••••• C••••••••• I•• (registered 2022-10-19)Oct 7, 2022 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address