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Chief Compliance Officer · &partners

Kaley Porter Idol

CRD 6950052 · Named on Form ADV at one SEC-registered adviser

At a glance

&partners, an SEC-registered broker-dealer firm based in Nashville, TN with $30.3 billion in regulatory assets, lists Kaley Porter Idol on its Form ADV as Chief Compliance Officer.

Firms and roles

  • &partnersChief Compliance OfficerBroker-dealer firm · Nashville, TN · $30B in regulatory assets

AtlasMembers

Kaley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Kaley on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kaley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.