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.
J•••••• C•••• K•••
- Title
- Wealth Advisorreportedlefavi.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.
- L••••• W••••• M••••••••• independent RIA currentsince Jan 23, 2024 · Salt Lake City, Ut
- L••••• W••••• M••••••••• independent RIAJul 17, 2018 to Dec 31, 2023 · Salt Lake City, Ut
- R•••••• J•••• • A••••••••• I••• national BDOct 26, 2017 to Jul 11, 2018 · Cottonwood Heights, Ut
- V••• F•••••••• A•••••••• I••• BD affiliatedSep 20, 2017 to Oct 16, 2017 · West Jordan, Ut
- T• A••••••••• I••••••••• M••••••••• L•• formerNov 8, 2011 to Jun 21, 2017 · Draper, Ut
- T• A••••••••• I••• formerNov 8, 2011 to Jun 21, 2017 · Draper, Ut
- R•••••• J•••• • A••••••••• I••• to L••••• W••••• M•••••••••left Jul 11, 2018, registered Jul 17, 2018 (6 days) · Affiliated broker-dealer or bank to independent RIA
- V••• F•••••••• A•••••••• I••• to R•••••• J•••• • A••••••••• I•••left Oct 16, 2017, registered Oct 26, 2017 (10 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jun 21, 2017, registered Nov 8, 2011 (-2052 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jun 21, 2017, registered Nov 8, 2011 (-2052 days) · channel change inside one enterprise, not a move
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address