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.
K••• P•••••• C•••
- C••••• P••••••• L•• independent RIA currentsince Jan 6, 2026 · Austin, Tx
- A••••• P•••••• W•••••• L•• formerApr 30, 2021 to Feb 18, 2026 · Austin, Tx
- A••••• A•• P••••••• S••••••• BD affiliatedOct 27, 2017 to Nov 13, 2020 · Austin, Tx
- E••••• J•••• national BDSep 5, 2014 to Oct 11, 2017 · Maryland Heights, Mo
- A••••• P•••••• W•••••• L•• to C••••• P••••••• L••left Feb 18, 2026, registered Jan 6, 2026 (-43 days) · Other · moved with a team
- A••••• A•• P••••••• S••••••• to A••••• P•••••• W•••••• L••left Nov 13, 2020, registered Apr 30, 2021 (168 days) · Affiliated broker-dealer or bank to independent RIA
- E••••• J•••• to A••••• A•• P••••••• S•••••••left Oct 11, 2017, registered Oct 27, 2017 (16 days) · Other · moved with a team
- Kyle Patrick Cook left Austin Private Wealth, Llc for Cerity Partners Llc (registered 2026-01-06)Feb 18, 2026 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address