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.

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Registered advisor

N•••••• K••• K••••

M••••• S••••••wirehousePepper Pike, Ohdual registrantIAPD 5216561

Certified Financial Planner

Feed of 09/14/2026

Also filed as Natasha Carmichael

At current firm

5 y

since Nov 13, 2020

In the industry

19 y

since Sep 15, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Nov 13, 2020 · Pepper Pike, Oh
U•• F•••••••• S••••••• I••• wirehouse
May 29, 2019 to Feb 14, 2020 · Cleveland, Oh
R••••• W• B•••• • C•• I••••••••• mixed wealth
Nov 3, 2014 to May 20, 2019 · Akron, Oh
M••••• S•••••• wirehouse
Jun 1, 2009 to Nov 6, 2014 · Cleveland, Oh
C•••••••• G••••• M•••••• I••• BD affiliated
Sep 19, 2007 to Jun 1, 2009 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to M••••• S••••••
left Feb 14, 2020, registered Nov 13, 2020 (273 days) · Wirehouse to wirehouse · moved with a team
R••••• W• B•••• • C•• I••••••••• to U•• F•••••••• S••••••• I•••
left May 20, 2019, registered May 29, 2019 (9 days) · RIA to wirehouse
M••••• S•••••• to R••••• W• B•••• • C•• I•••••••••
left Nov 6, 2014, registered Nov 3, 2014 (-3 days) · Other
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address