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RIA / WealthAdvisor19 years in industry

KRISTINA COSMA DOWNING

Advisor at AIRE ADVISORS, LLC

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:6fa6155a-7389-5d14-6dc6-4aa0ee664b2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 10, 2007 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: AIRE 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: Aug 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 9, 2007
First registration: Aug 10, 2007
Dual registered: no
Other names: KRISTINA C MARSHALL|KRISTINA COSMA MARSHALL
IAPD individual key: 5119346

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
AIRE ADVISORS, LLC	Independent wealth	Oct 18, 2021	n/a	yes	BEVERLY HILLS, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 28, 2016	Oct 19, 2021	no	EL SEGUNDO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 10, 2012	Dec 1, 2016	no	Los Angeles, CA	Previous registration
WEDBUSH SECURITIES INC.	Bd affiliated wealth	Jan 4, 2012	Feb 8, 2012	no	LOS ANGELES, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 10, 2007	Aug 25, 2011	no	DENVER, CO	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AIRE ADVISORS, LLC	Oct 19, 2021	Oct 18, 2021	-1	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 1, 2016	Nov 28, 2016	-3	Firm change	Wirehouse to wirehouse
WEDBUSH SECURITIES INC.	J.P. MORGAN SECURITIES LLC	Feb 8, 2012	Feb 10, 2012	2	Firm change	Other
UBS FINANCIAL SERVICES INC.	WEDBUSH SECURITIES INC.	Aug 25, 2011	Jan 4, 2012	132	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:7691:CA:2016-12-01	Dec 1, 2016	Nov 28, 2016	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ AIRE ADVISORS, LLCRegistered adviserregistration: current employment
Oct 18, 2021 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 28, 2016 to Oct 19, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 10, 2012 to Dec 1, 2016factForm ADV
→ WEDBUSH SECURITIES INC.Registered adviserregistration: previous registration
Jan 4, 2012 to Feb 8, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 10, 2007 to Aug 25, 2011factForm ADV

Dated events

No dated event names this entity yet.