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•••• J•••• M•••••
- C•••••• independent RIA currentsince Aug 31, 2026 · Atlanta, Ga
- V•••• F•••••••• A•••••••• I••• BD affiliatedAug 6, 2018 to Sep 9, 2022 · Linthicum Heights, Md
- M••••• L•• independent RIAJan 23, 2015 to May 15, 2018 · Tysons Corner, Va
- V•••• F•••••••• A•••••••• I••• to C••••••left Sep 9, 2022, registered Aug 31, 2026 (1452 days) · Affiliated broker-dealer or bank to independent RIA
- M••••• L•• to V•••• F•••••••• A•••••••• I•••left May 15, 2018, registered Aug 6, 2018 (83 days) · RIA to affiliated broker-dealer or bank
- Kevin Jesse Mccall left Valic Financial Advisors, Inc. for Corient (registered 2026-08-31)Sep 9, 2022 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address