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RIA Intelligence

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Registered advisor

K•••• A•• B••••

C••••••••• F•••••••• N••••••national BDCoronado, Cadual registrantIAPD 6529025
Certified Financial Planner
Feed of 09/14/2026
Also filed as K•••• A•• R••••••
At current firm
6 y
since Feb 3, 2020
In the industry
11 y
since Jul 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
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
  • M•••••• W••••• M••••••••• I••• unclassified
    Dec 1, 2020 to Feb 5, 2021 · Coronado, Ca
Moves
a registration end followed by a registration begin elsewhere
  • M•••••• W••••• M••••••••• I••• to no registered destination
    left Feb 5, 2021 · Departure, no registered destination
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
National broker-dealer RIAderived
Years in industry
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address