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

B••••••• K•••••••

W•••• F•••• A•••••••wirehouseTampa, Fl dual registrantIAPD 5858662

Feed of 09/14/2026

Also filed as Bill Kocovski

At current firm

0 y

since Oct 28, 2025

In the industry

14 y

since Jan 26, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Oct 28, 2025 · Tampa, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Mar 22, 2024 to Oct 30, 2025 · St Petersburg, Fl
M••••• S•••••• wirehouse
Nov 20, 2023 to Mar 19, 2024 · Tampa, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 5, 2016 to Nov 13, 2023 · Tampa, Fl
U••• F•••••••• P••••••• S••••••• former
Aug 12, 2013 to Oct 29, 2015 · Tampa, Fl
T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
Dec 6, 2012 to Jul 1, 2013 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to W•••• F•••• A•••••••
left Oct 30, 2025, registered Oct 28, 2025 (-2 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to T••••• A••••••• S•••••••• I•••
left Mar 19, 2024, registered Mar 22, 2024 (3 days) · Wirehouse to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Nov 13, 2023, registered Nov 20, 2023 (7 days) · Wirehouse to wirehouse · moved with a team
U••• F•••••••• P••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 29, 2015, registered Jan 5, 2016 (68 days) · Other
T• R••• P•••• A••••••• S•••••••• I••• to U••• F•••••••• P••••••• S•••••••
left Jul 1, 2013, registered Aug 12, 2013 (42 days) · Other

Signals

B••••••• K••••••• left T••••• A••••••• S•••••••• I••• for W•••• F•••• A••••••• (registered 2025-10-28)
Oct 30, 2025 · Advisor changed firm · fact
B••••••• K••••••• left M••••• S•••••• for T••••• A••••••• S•••••••• I••• (registered 2024-03-22)
Mar 19, 2024 · Advisor changed firm · fact
B••••••• K••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S•••••• (registered 2023-11-20)
Nov 13, 2023 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address