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.
D•••••• B••••• K•••
- K••• F•••••••• S•••••••• state registered currentsince May 29, 2025 · Satellite Beach, Fl
- P•••••••• L•• independent RIAAug 10, 2023 to Oct 10, 2025 · Saint Louis, Mo
- M••••••••• F•••••••• P•••••••• I••• state registeredApr 20, 2023 to Jul 20, 2023 · Satellite Beach, Fl
- P•••••••• L•• to K••• F•••••••• S••••••••left Oct 10, 2025, registered May 29, 2025 (-134 days) · RIA to a state-registered adviser
- M••••••••• F•••••••• P•••••••• I••• to P•••••••• L••left Jul 20, 2023, registered Aug 10, 2023 (21 days) · Other
- D•••••• B••••• K••• left P•••••••• L•• for K••• F•••••••• S•••••••• (registered 2025-05-29)Oct 10, 2025 · Advisor changed firm · fact
- D•••••• B••••• K••• left M••••••••• F•••••••• P•••••••• I••• for P•••••••• L•• (registered 2023-08-10)Jul 20, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address