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Registered advisor
D•••• K•••••• K•••
Certified Financial Planner
Feed of 09/14/2026
Also filed as D•••• K•••
At current firm
13 y
since Feb 26, 2013
In the industry
21 y
since Sep 7, 2005 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- G•• S••••••••• I••• BD affiliated currentsince Feb 26, 2013 · Palm Beach Gardens, Fl
- L••••• A•••••••• L•• formerJul 7, 2010 to Feb 15, 2013 · Grand Rapids, Mi
- E•••••••• A•••••••• L•• national BDJun 21, 2010 to Jul 6, 2010 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- L••••• A•••••••• L•• to G•• S••••••••• I•••left Feb 15, 2013, registered Feb 26, 2013 (11 days) · Other
- E•••••••• A•••••••• L•• to L••••• A•••••••• L••left Jul 6, 2010, registered Jul 7, 2010 (1 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address