DFX Intelligence

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.

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Registered advisor

T••••• W••••• K•••

N••••••••• M••••• I••••••••• S•••••••••no RAUMHuntsville, Aldual registrantIAPD 6872971

Feed of 09/14/2026

Also filed as Taylor Kean

At current firm

2 y

since Mar 5, 2024

In the industry

10 y

since Mar 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N••••••••• M••••• I••••••••• S••••••••• no RAUM current
since Mar 5, 2024 · Huntsville, Al
S••••• A••••••• I••• BD affiliated
Jan 10, 2022 to Jan 2, 2024 · Birmingham, Al
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Dec 11, 2020 to Jan 4, 2022 · Birmingham, Al
P•••• S••••••••• L•• no RAUM
May 29, 2020 to Nov 19, 2020 · Birmingham, Al
V•••• F•••••••• A•••••••• I••• BD affiliated
May 21, 2018 to Mar 13, 2020 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

S••••• A••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••
left Jan 2, 2024, registered Mar 5, 2024 (63 days) · Other
N••••••••• M••••• I••••••••• S••••••••• to S••••• A••••••• I•••
left Jan 4, 2022, registered Jan 10, 2022 (6 days) · Other
P•••• S••••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••
left Nov 19, 2020, registered Dec 11, 2020 (22 days) · Other
V•••• F•••••••• A•••••••• I••• to P•••• S••••••••• L••
left Mar 13, 2020, registered May 29, 2020 (77 days) · Affiliated broker-dealer or bank to another

Signals

T••••• W••••• K••• left S••••• A••••••• I••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2024-03-05)
Jan 2, 2024 · Advisor changed firm · fact
T••••• W••••• K••• left N••••••••• M••••• I••••••••• S••••••••• for S••••• A••••••• I••• (registered 2022-01-10)
Jan 4, 2022 · 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: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address