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

R•••• W•••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseThe Woodlands, Txdual registrantIAPD 6159095

Feed of 09/14/2026

Also filed as Renee J Kahn

At current firm

0 y

since Aug 5, 2026

In the industry

13 y

since Apr 5, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Aug 5, 2026 · The Woodlands, Tx
M••••• G••••• A••••••• I••• independent RIA
Oct 16, 2025 to Apr 9, 2026 · Spring, Tx
J••• M••••• S••••••••• L•• wirehouse
Jan 16, 2024 to Sep 30, 2025 · The Woodlands, Tx
C•••••• S••••• • C••• I••• national BD
Jan 26, 2022 to Oct 5, 2023 · The Woodlands, Tx
T• A••••••••• I••• former
Dec 9, 2014 to Oct 14, 2022 · The Woodlands, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Dec 9, 2014 to Sep 7, 2023 · The Woodlands, Tx
J••• M••••• S••••••••• L•• wirehouse
Dec 16, 2013 to Dec 3, 2014 · Spring, Tx
E••••• J•••• national BD
Jun 10, 2013 to Oct 10, 2013 · The Woodlands, Tx

Moves

a registration end followed by a registration begin elsewhere

M••••• G••••• A••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 9, 2026, registered Aug 5, 2026 (118 days) · RIA to wirehouse
J••• M••••• S••••••••• L•• to M••••• G••••• A••••••• I•••
left Sep 30, 2025, registered Oct 16, 2025 (16 days) · Wirehouse to independent RIA
C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Oct 5, 2023, registered Jan 16, 2024 (103 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left Sep 7, 2023, registered Jan 26, 2022 (-589 days) · corporate re-registration, not a move
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 14, 2022, registered Dec 9, 2014 (-2866 days) · corporate re-registration, not a move
J••• M••••• S••••••••• L•• to T• A••••••••• I•••
left Dec 3, 2014, registered Dec 9, 2014 (6 days) · Other
E••••• J•••• to J••• M••••• S••••••••• L••
left Oct 10, 2013, registered Dec 16, 2013 (67 days) · Affiliated broker-dealer or bank to wirehouse

Signals

R•••• W••••• left M••••• G••••• A••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2026-08-05)
Apr 9, 2026 · Advisor changed firm · fact
R•••• W••••• left J••• M••••• S••••••••• L•• for M••••• G••••• A••••••• I••• (registered 2025-10-16)
Sep 30, 2025 · Advisor changed firm · fact
R•••• W••••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2024-01-16)
Oct 5, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address