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Registered advisor
K•••• E••••• N•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedChillicothe, Ohdual registrantIAPD 5194665
Certified Financial Planner
Feed of 09/14/2026
Also filed as K•••• E••••• N•••••
At current firm
3 y
since Mar 1, 2023
In the industry
18 y
since Nov 16, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Mar 1, 2023 · Chillicothe, Oh
- W•••• F•••• A••••••• wirehouseOct 23, 2015 to Mar 6, 2023 · Chillicothe, Oh
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Oct 23, 2015 · Lancaster, Oh
- A• G• E•••••• • S•••• I••• unclassifiedNov 19, 2007 to Jan 1, 2008 · Chillicothe, Oh
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Mar 6, 2023, registered Mar 1, 2023 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Oct 23, 2015, registered Oct 23, 2015 (0 days) · channel change inside one enterprise, not a move
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Signals
- K•••• E••••• N••••• left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2023-03-01)Mar 6, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address