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•••• J••• K•••••
- Business email
- kevin@retirepeak.comreportedretirepeak.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.
- P••• W••••• S•••••••• independent RIA currentsince Jan 2, 2026 · Pepper Pike, Oh
- M••••• S•••••• wirehouseFeb 7, 2022 to Jun 10, 2025 · Denver, Co
- U•• S••••••••• I••• no RAUMAug 10, 2020 to Dec 31, 2021 · Denver, Co
- C••• I••••••••• A••••••• S•••••••• L•• institutionalApr 26, 2018 to Jul 6, 2020 · Denver, Co
- C••• R••••••••• P••• A••••••• S••••••• institutionalAug 12, 2010 to Jul 6, 2020 · Independence, Oh
- M••••• S•••••• to P••• W••••• S••••••••left Jun 10, 2025, registered Jan 2, 2026 (206 days) · Wirehouse to independent RIA
- U•• S••••••••• I••• to M••••• S••••••left Dec 31, 2021, registered Feb 7, 2022 (38 days) · Other
- C••• R••••••••• P••• A••••••• S••••••• to C••• I••••••••• A••••••• S•••••••• L••left Jul 6, 2020, registered Apr 26, 2018 (-802 days) · channel change inside one enterprise, not a move
- C••• I••••••••• A••••••• S•••••••• L•• to U•• S••••••••• I•••left Jul 6, 2020, registered Aug 10, 2020 (35 days) · Other
- K•••• J••• K••••• left M••••• S•••••• for P••• W••••• S•••••••• (registered 2026-01-02)Jun 10, 2025 · Advisor changed firm · fact
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address