Licensing: Our staff will assist you with forms and procedures to provide an efficient and timely move. In most cases, KCD will be able to transfer your licenses in one day, (unless you have terminated from your old B/D more than thirty days ago, or have a “YES” answer on page 7 or 8 of Form U-4.)

We’ll help you keep paperwork to a minimum by providing sample letters and the least amount of forms necessary to transfer client accounts and establish your relationship with us.

Orientation: When you join KCD, you will have a brief orientation to familiarize yourself with our customized services and procedures. You will receive a user friendly manual describing our systems and how to use them, including a quick-reference guide and staff contact sheet.

With a minimum of training, you will be ready to process business and concentrate your efforts on growing your practice in the directions you desire.