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.
J•••••• K•••
- F•••• independent RIA currentsince Mar 3, 2026 · Pittsburgh, Pa
- A•••••••• F•••••••• G•••• independent RIAJan 2, 2025 to Feb 20, 2026 · Pittsburgh, Pa
- A•••••••• I••••••••• independent RIAJul 26, 2023 to Dec 31, 2024 · Pittsburgh, Pa
- F••••••• P••••••• A•• W•••••••• A••••••• formerSep 26, 2022 to Jul 6, 2023 · Pittsburgh, Pa
- S•••••••• F••••••••• I••• formerMay 26, 2021 to Aug 16, 2022 · Pittsburgh, Pa
- A•••••••• F•••••••• G•••• to F••••left Feb 20, 2026, registered Mar 3, 2026 (11 days) · RIA to RIA
- A•••••••• I••••••••• to A•••••••• F•••••••• G••••left Dec 31, 2024, registered Jan 2, 2025 (2 days) · corporate re-registration, not a move
- F••••••• P••••••• A•• W•••••••• A••••••• to A•••••••• I•••••••••left Jul 6, 2023, registered Jul 26, 2023 (20 days) · Affiliated broker-dealer or bank to independent RIA
- S•••••••• F••••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••left Aug 16, 2022, registered Sep 26, 2022 (41 days) · Affiliated broker-dealer or bank to another
- J•••••• K••• left A•••••••• F•••••••• G•••• for Facet (registered 2026-03-03)Feb 20, 2026 · Advisor changed firm · fact
- J•••••• K••• left F••••••• P••••••• A•• W•••••••• A••••••• for A•••••••• I••••••••• (registered 2023-07-26)Jul 6, 2023 · Advisor changed firm · fact
- J•••••• K••• left S•••••••• F••••••••• I••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2022-09-26)Aug 16, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address