DFX Intelligence

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.

Registered advisor

Kendra Gabriel

Robert W. Baird & Co. Incorporatedmixed wealthWaukesha, Widual registrantIAPD 5047962

Feed of 09/14/2026

Also filed as Kendra K Hewitt

At current firm

0 y

since Jun 29, 2026

In the industry

20 y

since Nov 2, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Robert W. Baird & Co. Incorporated mixed wealth current
since Jun 29, 2026 · Waukesha, Wi
Strategic Advisers LLC national BD
Mar 31, 2025 to Jul 7, 2026 · Brookfield, Wi
Fidelity Personal And Workplace Advisors former
Jun 4, 2024 to Mar 31, 2025 · Brookfield, Wi
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 30, 2020 to May 10, 2024 · Burlington, Wi
Bmo Harris Financial Advisors, Inc former
Aug 1, 2012 to Oct 1, 2020 · Burlington, Wi
M&I Investment Management Corp. former
Apr 27, 2010 to Apr 18, 2012 · Milwaukee, Wi
M&I Financial Advisors, Inc. former
Sep 27, 2007 to Aug 1, 2012 · Burlington, Wi

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Robert W. Baird & Co. Incorporated
left Jul 7, 2026, registered Jun 29, 2026 (-8 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fidelity Personal And Workplace Advisors
left May 10, 2024, registered Jun 4, 2024 (25 days) · Wirehouse to affiliated broker-dealer or bank
Bmo Harris Financial Advisors, Inc to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 1, 2020, registered Sep 30, 2020 (-1 days) · Affiliated broker-dealer or bank to wirehouse
M&I Financial Advisors, Inc. to M&I Investment Management Corp.
left Aug 1, 2012, registered Apr 27, 2010 (-827 days) · corporate re-registration, not a move
M&I Investment Management Corp. to Bmo Harris Financial Advisors, Inc
left Apr 18, 2012, registered Aug 1, 2012 (105 days) · corporate re-registration, not a move

Signals

Kendra Gabriel left Strategic Advisers Llc for Robert W. Baird & Co. Incorporated (registered 2026-06-29)
Jul 7, 2026 · Advisor changed firm · fact
Kendra Gabriel left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2024-06-04)
May 10, 2024 · Advisor changed firm · fact

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: Wealth manager with institutional or fund businessderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address