RIA Intelligence
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K•••• L• M•••••
- Title
- Chief Compliance Officer/Director of Operations/Investment Advisor Representativereportedabsherwealth.comfirm site, Sep 17, 2026
- Designations
- CFPreportedabsherwealth.comas printed on the bio page, Sep 17, 2026
- Years, as the firm states
- 20reportedabsherwealth.com“An Orange County native, Kevin brings more than 20 years of experience in the financial services industry, helping individuals and families navigate complex financial decisions with clarity and confidence.”
- Professional profile
- absherwealth.com/team/kevin-mishoereportedabsherwealth.comfirm site, Sep 17, 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.
- A••••• W••••• M••••••••• L•• independent RIA currentsince Nov 20, 2019 · Chapel Hill, Nc
- W•••• F•••• A••••••• wirehouseDec 13, 2010 to Nov 25, 2019 · Chapel Hill, Nc
- W•••• F•••• A••••••• to A••••• W••••• M••••••••• L••left Nov 25, 2019, registered Nov 20, 2019 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
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