RIA Intelligence
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K•••••••• A••• M••••••
- Business email
- kmarczyk@anchorwealthgroup.comreportedanchorwealthgroup.comfirm site, Sep 16, 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.
- A••••• W••••• M••••••••• G•••• L•• independent RIA currentsince Jun 24, 2024 · West Palm Beach, Fl
- J• W• C••• A•••••••• I••• BD affiliatedDec 3, 2010 to Sep 9, 2024 · Tampa, Fl
- B••••• I••••••••• A••••••• L•• unclassifiedSep 3, 2009 to Nov 5, 2010 · Chicago, Il
- A••••••••• F•••••••• S•••••••• L•• national BDAug 17, 2005 to Sep 9, 2009 · Palm Beach Gardens, Fl
- J• W• C••• A•••••••• I••• to A••••• W••••• M••••••••• G•••• L••left Sep 9, 2024, registered Jun 24, 2024 (-77 days) · Affiliated broker-dealer or bank to a newly registered adviser
- B••••• I••••••••• A••••••• L•• to J• W• C••• A•••••••• I•••left Nov 5, 2010, registered Dec 3, 2010 (28 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to B••••• I••••••••• A••••••• L••left Sep 9, 2009, registered Sep 3, 2009 (-6 days) · Other
- K•••••••• A••• M•••••• left J• W• C••• A•••••••• I••• for A••••• W••••• M••••••••• G•••• L•• (registered 2024-06-24)Sep 9, 2024 · 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