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.
Registered advisor
Richard Lee Kagy
Feed of 09/15/2026
At current firm
1 y
since Jan 27, 2025
In the industry
20 y
since Sep 1, 2006 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Black Knight Wealth Management, LLC independent RIA currentsince Jan 27, 2025 · Overland Park, Ks
- Black Knight Wealth Management, LLC independent RIADec 14, 2021 to Dec 31, 2024 · Frisco, Tx
- Optivise Advisory Services LLC independent RIAJan 5, 2021 to Feb 5, 2021 · Overland Park, Ks
- Optivise Advisory Services LLC independent RIAJan 3, 2020 to Dec 31, 2020 · Overland Park, Ks
- Foresight Investment Advisors, LLC state registeredAug 7, 2018 to Feb 27, 2020 · Overland Park, Ks
- Center Street Advisors, Inc. formerNov 14, 2017 to Sep 14, 2018 · Overland Park, Ks
- Onpointe Advisory And Financial Services, LLC formerApr 17, 2015 to Nov 2, 2017 · Overland Park, Ks
- High Street Asset Management, LLC unclassifiedFeb 6, 2012 to Apr 16, 2015 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Optivise Advisory Services LLC to Black Knight Wealth Management, LLCleft Feb 5, 2021, registered Dec 14, 2021 (312 days) · RIA to RIA
- Foresight Investment Advisors, LLC to Optivise Advisory Services LLCleft Feb 27, 2020, registered Jan 3, 2020 (-55 days) · Other
- Center Street Advisors, Inc. to Foresight Investment Advisors, LLCleft Sep 14, 2018, registered Aug 7, 2018 (-38 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Onpointe Advisory And Financial Services, LLC to Center Street Advisors, Inc.left Nov 2, 2017, registered Nov 14, 2017 (12 days) · Other
- High Street Asset Management, LLC to Onpointe Advisory And Financial Services, LLCleft Apr 16, 2015, registered Apr 17, 2015 (1 days) · Other · moved with a team
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address