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RIA / WealthAdvisor23 years in industry

KIMBALL BULLARD HALSEY

Advisor at RADIUS CAPITAL ADVISORS

CONCORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70238d53-e2e8-2b21-9d6f-29e1e6d39495

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 17, 2003 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: RADIUS CAPITAL ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 14, 2003
First registration: Jul 17, 2003
Dual registered: no
IAPD individual key: 4650566

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
RADIUS CAPITAL ADVISORS	State registered	Apr 30, 2026	n/a	yes	CONCORD, MA	Current employment
COMMONS CAPITAL, LLC	Independent wealth	Dec 24, 2024	Apr 6, 2026	no	Concord, MA\|NEEDHAM, MA	Previous registration
RADIUS CAPITAL MANAGEMENT, LLC	n/a	Apr 26, 2004	Feb 11, 2025	no	Concord, MA\|Cambridge, MA\|Cambridge, MA	Previous registration
HALSEY ADVISORY AND MANAGEMENT, LLC	n/a	Jul 17, 2003	Mar 31, 2004	no	CAMBRIDGE, MA	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
COMMONS CAPITAL, LLC	RADIUS CAPITAL ADVISORS	Apr 6, 2026	Apr 30, 2026	24	Firm change	RIA to state RIA
RADIUS CAPITAL MANAGEMENT, LLC	COMMONS CAPITAL, LLC	Feb 11, 2025	Dec 24, 2024	-49	Firm change after gap	Other
HALSEY ADVISORY AND MANAGEMENT, LLC	RADIUS CAPITAL MANAGEMENT, LLC	Mar 31, 2004	Apr 26, 2004	26	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
165738:341631:MA:2026-04-06	Apr 6, 2026	Apr 30, 2026	NEEDHAM, MA	Firm change
131339:165738:MA:2025-02-11	Feb 11, 2025	Dec 24, 2024	CAMBRIDGE, MA	Firm change after gap

Relationships

Registered with (4)

→ RADIUS CAPITAL ADVISORSRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ COMMONS CAPITAL, LLCRegistered adviserregistration: previous registration
Dec 24, 2024 to Apr 6, 2026factForm ADV
→ RADIUS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 26, 2004 to Feb 11, 2025factForm ADV
→ HALSEY ADVISORY AND MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 17, 2003 to Mar 31, 2004factForm ADV

Dated events

Occurred
Apr 6, 2026
Advisor changed firm
Kimball Bullard Halsey left Commons Capital, Llc for Radius Capital Advisors (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Feb 11, 2025
Advisor changed firm
Kimball Bullard Halsey left Radius Capital Management, Llc for Commons Capital, Llc (registered 2024-12-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70238d53-e2e8-2b21-9d6f-29e1e6d39495
First observed: Jul 17, 2003
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KIMBALL BULLARD HALSEY

Advisor at RADIUS CAPITAL ADVISORS

CONCORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70238d53-e2e8-2b21-9d6f-29e1e6d39495

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RADIUS CAPITAL ADVISORS

State registered

Apr 30, 2026

n/a

yes

CONCORD, MA

Current employment

COMMONS CAPITAL, LLC

Independent wealth

Dec 24, 2024

Apr 6, 2026

Concord, MA|NEEDHAM, MA

Previous registration

RADIUS CAPITAL MANAGEMENT, LLC

n/a

Apr 26, 2004

Feb 11, 2025

Concord, MA|Cambridge, MA|Cambridge, MA

Previous registration

HALSEY ADVISORY AND MANAGEMENT, LLC

n/a

Jul 17, 2003

Mar 31, 2004

CAMBRIDGE, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONS CAPITAL, LLC

RADIUS CAPITAL ADVISORS

Apr 6, 2026

Apr 30, 2026

Firm change

RIA to state RIA

RADIUS CAPITAL MANAGEMENT, LLC

COMMONS CAPITAL, LLC

Feb 11, 2025

Dec 24, 2024

-49

Firm change after gap

Other

HALSEY ADVISORY AND MANAGEMENT, LLC

RADIUS CAPITAL MANAGEMENT, LLC

Mar 31, 2004

Apr 26, 2004

Firm change

Other

Team

Left

Joined

From

Kind

165738:341631:MA:2026-04-06

Apr 6, 2026

Apr 30, 2026

NEEDHAM, MA

Firm change

131339:165738:MA:2025-02-11

Feb 11, 2025

Dec 24, 2024

CAMBRIDGE, MA

Firm change after gap