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

A•••••••• K•••••••• W••••

H•••••••• A•••••••• L••BD affiliatedGrand Rapids, Mi IA-onlyIAPD 6266325

Certified Financial Planner

Feed of 09/14/2026

Also filed as Anastasia Katharina Bibicoff

At current firm

1 y

since May 7, 2025

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

H•••••••• A•••••••• L•• BD affiliated current
since May 7, 2025 · Chicago, Il
G•••• W••••• M••••••••• L•• independent RIA
Aug 9, 2018 to Apr 24, 2025 · G•••• Rapids, Mi
M••••• R•••• F••••••••• L•• unclassified
Oct 13, 2017 to Dec 10, 2018 · G•••• Rapids, Mi
E•••• C•••••• M••••••••• former
Apr 24, 2014 to Feb 21, 2017 · Muskegon, Mi

Moves

a registration end followed by a registration begin elsewhere

G•••• W••••• M••••••••• L•• to H•••••••• A•••••••• L••
left Apr 24, 2025, registered May 7, 2025 (13 days) · RIA to affiliated broker-dealer or bank
M••••• R•••• F••••••••• L•• to G•••• W••••• M••••••••• L••
left Dec 10, 2018, registered Aug 9, 2018 (-123 days) · Other
E•••• C•••••• M••••••••• to M••••• R•••• F••••••••• L••
left Feb 21, 2017, registered Oct 13, 2017 (234 days) · Other

Signals

A•••••••• K•••••••• W•••• left G•••• W••••• M••••••••• L•• for H•••••••• A•••••••• L•• (registered 2025-05-07)
Apr 24, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address