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.

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.

Registered advisor

K•••• J• G••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehousePalm City, Fldual registrantIAPD 5373069

Feed of 09/14/2026

Also filed as Keith Gilmour

At current firm

0 y

since Nov 21, 2025

In the industry

19 y

since Aug 24, 2007 (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

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Nov 21, 2025 · Palm City, Fl
J••• M••••• S••••••••• L•• wirehouse
Apr 21, 2023 to Feb 10, 2024 · Stuart, Fl
F••••••• P••••••• A•• W•••••••• A••••••• former
Nov 25, 2022 to Dec 8, 2022 · Port St Lucie, Fl
W•••• F•••• A••••••• wirehouse
Jun 11, 2021 to Aug 18, 2021 · Stuart, Fl
L•• F•••••••• L•• BD affiliated
Nov 15, 2017 to Jun 22, 2020 · Stuart, Fl
I••••• F•••••••• C••••••••• former
Apr 4, 2016 to Nov 16, 2017 · Stuart, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 11, 2016 to Mar 14, 2016 · Vero Beach, Fl
P•• W••••• M••••••••• BD affiliated
May 13, 2015 to Feb 9, 2016 · Jensen Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 10, 2024, registered Nov 21, 2025 (650 days) · Wirehouse to wirehouse
F••••••• P••••••• A•• W•••••••• A••••••• to J••• M••••• S••••••••• L••
left Dec 8, 2022, registered Apr 21, 2023 (134 days) · Affiliated broker-dealer or bank to wirehouse
W•••• F•••• A••••••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Aug 18, 2021, registered Nov 25, 2022 (464 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
L•• F•••••••• L•• to W•••• F•••• A•••••••
left Jun 22, 2020, registered Jun 11, 2021 (354 days) · Affiliated broker-dealer or bank to wirehouse
I••••• F•••••••• C••••••••• to L•• F•••••••• L••
left Nov 16, 2017, registered Nov 15, 2017 (-1 days) · Other · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to I••••• F•••••••• C•••••••••
left Mar 14, 2016, registered Apr 4, 2016 (21 days) · Other
P•• W••••• M••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Feb 9, 2016, registered Mar 11, 2016 (31 days) · Other · moved with a team

Signals

K•••• J• G•••••• left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-11-21)
Feb 10, 2024 · Advisor changed firm · fact
K•••• J• G•••••• left F••••••• P••••••• A•• W•••••••• A••••••• for J••• M••••• S••••••••• L•• (registered 2023-04-21)
Dec 8, 2022 · 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: Wirehousederived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address