RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
J•••• R•••• K•••••
- Professional profile
- LINKEDIN.COM/IN/J••••-K•••••-CFP%C2%AE-2B958729reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- G••• P•••••••• L•• state registered currentsince Jan 1, 2026 · Highland Beach, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedFeb 25, 2016 to Dec 20, 2016 · Deerfield, Il
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to G••• P•••••••• L••left Dec 20, 2016, registered Jan 1, 2026 (3299 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address