RIA Intelligence

Title

Advisor & Senior Plannerreportedkennedyinvestmentgroup.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• K•••••• I••••••••• G•••• independent RIA current
  since Oct 3, 2022 · West Deptford, Nj
• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
  Dec 2, 2021 to Oct 13, 2022 · West Deptford, Nj
• A••••••••• F•••••••• S•••••••• L•• national BD
  Apr 27, 2021 to Nov 12, 2021 · Kennett Square, Pa

• R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to K•••••• I••••••••• G••••
  left Oct 13, 2022, registered Oct 3, 2022 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
• A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  left Nov 12, 2021, registered Dec 2, 2021 (20 days) · Affiliated broker-dealer or bank to another

• A•••• C•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for K•••••• I••••••••• G•••• (registered 2022-10-03)
  Oct 13, 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