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RIA / WealthAdvisor35 years in industry

JOHN ROBERT KINKEAD

Advisor at VISIONARY WEALTH ADVISORS, LLC

ST. LOUIS, MO | Naples, FL

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Search this name across graphsid dfx:ria:5e3bc1c1-bbf5-1423-32e4-d6ce1e1e55af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VISIONARY WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 13, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Sep 13, 1991
First registration: Sep 26, 2000
Dual registered: no
IAPD individual key: 2169294

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VISIONARY WEALTH ADVISORS, LLC	Independent wealth	Jan 1, 2026	n/a	yes	Naples, FL\|ST. LOUIS, MO	Current employment
NAPLES MONEY MANAGEMENT LLC	Independent wealth	Jul 29, 2016	Mar 27, 2025	no	NAPLES, FL	Previous registration
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Apr 27, 2016	Jun 15, 2016	no	Tampa, FL	Previous registration
GRACE CAPITAL MANAGEMENT, LLC	n/a	Mar 13, 2015	Jun 8, 2015	no	FORT MYERS, FL\|Sarasota, FL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Oct 16, 2013	Dec 8, 2014	no	ZANESVILLE, OH\|BUCKEYE LAKE, OH\|ZANESVILLE, OH\|ZANESVILLE, OH\|ZANESVILLE, OH	Previous registration
MORGAN STANLEY	Wirehouse	Nov 1, 2011	Sep 4, 2013	no	Dublin, OH\|Columbus, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 5, 2004	May 11, 2007	no	ZANESVILLE, OH\|ZANESVILLE, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 26, 2000	Apr 22, 2004	no	COLUMBUS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NAPLES MONEY MANAGEMENT LLC	VISIONARY WEALTH ADVISORS, LLC	Mar 27, 2025	Jan 1, 2026	280	Firm change	RIA to RIA
ERNST & YOUNG INVESTMENT ADVISERS LLP	NAPLES MONEY MANAGEMENT LLC	Jun 15, 2016	Jul 29, 2016	44	Firm change	Other
GRACE CAPITAL MANAGEMENT, LLC	ERNST & YOUNG INVESTMENT ADVISERS LLP	Jun 8, 2015	Apr 27, 2016	324	Firm change	Other
PNC WEALTH MANAGEMENT	GRACE CAPITAL MANAGEMENT, LLC	Dec 8, 2014	Mar 13, 2015	95	Firm change	Other
MORGAN STANLEY	PNC WEALTH MANAGEMENT	Sep 4, 2013	Oct 16, 2013	42	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	May 11, 2007	Nov 1, 2011	1,635	Firm change after gap	Wirehouse to wirehouse
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 22, 2004	Apr 5, 2004	-17	Firm change	Wirehouse to wirehouse

Relationships

Registered with (8)

→ VISIONARY WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ NAPLES MONEY MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 29, 2016 to Mar 27, 2025factForm ADV
→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: previous registration
Apr 27, 2016 to Jun 15, 2016factForm ADV
→ GRACE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 13, 2015 to Jun 8, 2015factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 16, 2013 to Dec 8, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 1, 2011 to Sep 4, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 5, 2004 to May 11, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 26, 2000 to Apr 22, 2004factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
John Robert Kinkead left Naples Money Management Llc for Visionary Wealth Advisors, Llc (registered 2026-01-01)
Form ADVobserved 5 days ago