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Registered advisor
T•••• M• K•••••
Feed of 09/14/2026
Also filed as T•••• M Durham-K•••••
At current firm
2 y
since Oct 13, 2023
In the industry
32 y
since Jul 1, 1994 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- N••••••••• F•••••••• A••••••• L•• state registered currentsince Oct 13, 2023 · Milton, Ma
- L•••• D•••• W••••• M••••••••• L•• state registeredAug 31, 2022 to Jul 10, 2023 · Plainfield, Il
Moves
a registration end followed by a registration begin elsewhere
- L•••• D•••• W••••• M••••••••• L•• to N••••••••• F•••••••• A••••••• L••left Jul 10, 2023, registered Oct 13, 2023 (95 days) · Other
Signals
- T•••• M• K••••• left L•••• D•••• W••••• M••••••••• L•• for N••••••••• F•••••••• A••••••• L•• (registered 2023-10-13)Jul 10, 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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address