AUMdb
KP

Kaley Porter Idol

CRD 6950052

Firms

FirmRoleAs of
&Partners Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • &Partners
    Chief Compliance Officer · Less than 5% · Dec 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗