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.

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.

Registered advisor

K••••••• M•••• R•••

J• W• C••• A•••••••• I•••BD affiliatedPittsford, Ny dual registrantIAPD 867375

Certified Financial Planner

Feed of 09/15/2026

Also filed as K••••••• M•••• Povlick

At current firm

0 y

since May 14, 2026

In the industry

42 y

since Jun 13, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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 May 14, 2026 · Tampa, Fl
O•••• W•••••• I••• BD affiliated
Oct 11, 2024 to May 18, 2026 · Ponte Vedra Beach, Fl
A••••••• P••••••••• A•••••••• I•• former
Jul 6, 2021 to Oct 11, 2024 · Holbrook, Ny
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
May 31, 2011 to Jul 9, 2021 · Salt Lake City, Ut
E••••••• F•••••••• S•••••••• I••• unclassified
Sep 9, 2009 to May 31, 2011 · Pittsford, Ny
W••••••••• F•••••••• G••••• I••• unclassified
Apr 10, 2007 to Aug 17, 2009 · Rochester, Ny

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to J• W• C••• A•••••••• I•••
left May 18, 2026, registered May 14, 2026 (-4 days) · Affiliated broker-dealer or bank to another
A••••••• P••••••••• A•••••••• I•• to O•••• W•••••• I•••
left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
C•••••••• I••••••••• R••••••• A•••••••• I••• to A••••••• P••••••••• A•••••••• I••
left Jul 9, 2021, registered Jul 6, 2021 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
E••••••• F•••••••• S•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left May 31, 2011, registered May 31, 2011 (0 days) · Other
W••••••••• F•••••••• G••••• I••• to E••••••• F•••••••• S•••••••• I•••
left Aug 17, 2009, registered Sep 9, 2009 (23 days) · Other

Signals

K••••••• M•••• R••• left O•••• W•••••• I••• for J• W• C••• A•••••••• I••• (registered 2026-05-14)
May 18, 2026 · 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: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address