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

K•••• P•••• S••••

J• W• C••• A•••••••• I•••BD affiliatedTampa, Fl dual registrantIAPD 725346

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Karen Paige Bell

At current firm

3 y

since Aug 1, 2023

In the industry

45 y

since Mar 5, 1981 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J• W• C••• A•••••••• I••• BD affiliated current
since Aug 1, 2023 · Tampa, Fl
G•••• P•••• A•••••••• L•• former
Apr 1, 2021 to Aug 1, 2023 · Rockville, Md
H• B•••• I••• former
May 31, 2013 to Apr 1, 2021 · State College, Pa
V•••• C••••••• I••• independent RIA
Feb 3, 2005 to May 31, 2013 · State College, Pa
A•••••••• W••••• C••••••••• L•• independent RIA
Sep 18, 2001 to Mar 25, 2005 · State College, Pa

Moves

a registration end followed by a registration begin elsewhere

G•••• P•••• A•••••••• L•• to J• W• C••• A•••••••• I•••
left Aug 1, 2023, registered Aug 1, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
H• B•••• I••• to G•••• P•••• A•••••••• L••
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
V•••• C••••••• I••• to H• B•••• I•••
left May 31, 2013, registered May 31, 2013 (0 days) · Other
A•••••••• W••••• C••••••••• L•• to V•••• C••••••• I•••
left Mar 25, 2005, registered Feb 3, 2005 (-50 days) · Other

Signals

K•••• P•••• S•••• left G•••• P•••• A•••••••• L•• for J• W• C••• A•••••••• I••• (registered 2023-08-01)
Aug 1, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 45derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address