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RIA Intelligence
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Feed of 09/14/2026
Also filed as R•••••• N••• Gonzalez
At current firm
2 y
since Jan 10, 2024
In the industry
13 y
since Jul 1, 2013 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- F••••• I••••••••• independent RIA currentsince Jan 10, 2024 · Camas, Wa
- K•• I••••••••• S••••••• L•• BD affiliatedJun 13, 2022 to Jan 4, 2024 · Vancouver, Wa
Moves
a registration end followed by a registration begin elsewhere
- K•• I••••••••• S••••••• L•• to F••••• I•••••••••left Jan 4, 2024, registered Jan 10, 2024 (6 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- R•••••• N••• left K•• I••••••••• S••••••• L•• for F••••• I••••••••• (registered 2024-01-10)Jan 4, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address