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RIA Intelligence
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Registered advisor
K••••••• J••• D•••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as K••••••• J••• Marchetti
At current firm
3 y
since Oct 5, 2022
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••• P••••••• independent RIA currentsince Oct 5, 2022 · De Pere, Wi
- W••••• F•••••••• A•••••••• L•• formerMay 12, 2020 to Oct 12, 2022 · Green Bay, Wi
Moves
a registration end followed by a registration begin elsewhere
- W••••• F•••••••• A•••••••• L•• to C••••••• P•••••••left Oct 12, 2022, registered Oct 5, 2022 (-7 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address