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• D•••••
- Business email
- kelli@armourwa.comreportedarmourwa.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••••• A•••••••• L•• independent RIA currentsince Jan 2, 2020 · Tumwater, Wa
- R••••• W••••• M••••••••• L•• unclassifiedJun 6, 2014 to Jan 24, 2020 · Tumwater, Wa
- G• C•••••• P••••••• state registeredOct 18, 2012 to Jun 2, 2014 · Olympia, Wa
- M••••• S•••••• wirehouseFeb 22, 2010 to Oct 31, 2012 · Olympia, Wa
- R••••• W••••• M••••••••• L•• to A••••• W••••• A•••••••• L••left Jan 24, 2020, registered Jan 2, 2020 (-22 days) · Other · moved with a team
- G• C•••••• P••••••• to R••••• W••••• M••••••••• L••left Jun 2, 2014, registered Jun 6, 2014 (4 days) · Other
- M••••• S•••••• to G• C•••••• P•••••••left Oct 31, 2012, registered Oct 18, 2012 (-13 days) · Wirehouse to a state-registered adviser
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address