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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K••••• D•••• K•••••
- Business email
- kkanaly@kdkpwm.comreportedkdkpwm.comfirm site, Sep 15, 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.
- K•• P•••••• W••••• M••••••••• independent RIA currentsince Jun 20, 2019 · Houston, Tx
- M••••• G••••• A••••••• I••• independent RIAMay 19, 2017 to May 15, 2018 · Houston, Tx
- M••••• S•••••• wirehouseDec 18, 2009 to Mar 28, 2012 · Houston, Tx
- M••••• G••••• A••••••• I••• to K•• P•••••• W••••• M•••••••••left May 15, 2018, registered Jun 20, 2019 (401 days) · RIA to a newly registered adviser
- M••••• S•••••• to M••••• G••••• A••••••• I•••left Mar 28, 2012, registered May 19, 2017 (1878 days) · Other
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address