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Registered advisor
K••••••• G••• P••••
Feed of 09/14/2026
Also filed as K••••••• G••• Anderson
At current firm
5 y
since Feb 17, 2021
In the industry
12 y
since Dec 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T••••• A••••••• S•••••••• I••• BD affiliated currentsince Feb 17, 2021 · Port Sanit Lucie, Fl
- B••• S••••••••• L•• formerMar 3, 2020 to Feb 17, 2021 · Charlotte, Nc
- P•• W••••• M••••••••• BD affiliatedSep 10, 2014 to Apr 27, 2017 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- P•• W••••• M••••••••• to B••• S••••••••• L••left Apr 27, 2017, registered Mar 3, 2020 (1041 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address