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.
J•••••• L• M•••••••••
- Title
- Owner & Financial Advisorreportedkoeniginvestment.comfirm site, Sep 16, 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••••• I••••••••• A•••••••• L•• independent RIA currentsince Nov 26, 2020 · Ashland, Or
- M•••••••• L•• formerAug 21, 2018 to Jun 2, 2020 · Medford, Or
- K••••• I••••••••• A•••••••• L•• formerMay 20, 2014 to Mar 23, 2021 · Medford, Or
- L•• F•••••••• L•• BD affiliatedMar 13, 2013 to May 12, 2014 · Seattle, Wa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 20, 2009 to Oct 23, 2012 · Tacoma, Wa
- H•••••• T••••••• • K•••• L•• independent RIAJan 16, 2008 to Aug 1, 2008 · Bellevue, Wa
- K••••• I••••••••• A•••••••• L•• to M•••••••• L••left Mar 23, 2021, registered Aug 21, 2018 (-945 days) · RIA to RIA · moved with a team
- M•••••••• L•• to K••••• I••••••••• A•••••••• L••left Jun 2, 2020, registered Nov 26, 2020 (177 days) · RIA to a newly registered adviser · moved with a team
- L•• F•••••••• L•• to K••••• I••••••••• A•••••••• L••left May 12, 2014, registered May 20, 2014 (8 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Oct 23, 2012, registered Mar 13, 2013 (141 days) · Other
- H•••••• T••••••• • K•••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 1, 2008, registered Jan 20, 2009 (172 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address