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RIA / WealthAdvisor26 years in industry

KATHY LYNN BANYAS

Advisor at UNITED ADVISOR GROUP

Alexandria, VA | CINCINNATI, OH

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Search this name across graphsid dfx:ria:7bdc9380-4fdb-816e-53c3-594b19c03dca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Nov 15, 2002 to Sep 15, 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: UNITED ADVISOR GROUP
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: Dec 11, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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: S66
First exam: Dec 11, 1999
First registration: Nov 15, 2002
Dual registered: no
IAPD individual key: 4028937

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
UNITED ADVISOR GROUP	Independent wealth	Dec 5, 2025	n/a	yes	Alexandria, VA\|CINCINNATI, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 6, 2024	Feb 20, 2025	no	ALEXANDRIA, VA\|Alexandria, VA\|SAN DIEGO, CA	Previous registration
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Mar 21, 2022	May 10, 2024	no	Glen Allen, VA\|DALLAS, TX	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Mar 11, 2022	no	ATLANTA, GA\|Alexandria, VA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2013	Feb 17, 2021	no	ALEXANDRIA, VA\|RICHMOND, VA	Previous registration
SCOTT & STRINGFELLOW, LLC	Former SEC adviser	Jul 6, 2006	Jan 2, 2013	no	ALEXANDRIA, VA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 30, 2004	May 26, 2006	no	MCLEAN, VA	Previous registration
FERRIS, BAKER WATTS, LLC	n/a	Nov 15, 2002	Aug 15, 2003	no	MCLEAN, VA	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
LPL FINANCIAL LLC	UNITED ADVISOR GROUP	Feb 20, 2025	Dec 5, 2025	288	Firm change	Ibd to RIA
MOMENTUM INDEPENDENT NETWORK INC.	LPL FINANCIAL LLC	May 10, 2024	May 6, 2024	-4	Firm change	Ibd to ibd
TRUIST ADVISORY SERVICES, INC.	MOMENTUM INDEPENDENT NETWORK INC.	Mar 11, 2022	Mar 21, 2022	10	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
SCOTT & STRINGFELLOW, LLC	BB&T SECURITIES, LLC	Jan 2, 2013	Jan 2, 2013	0	Bulk transfer	Other
SPIRE WEALTH MANAGEMENT, LLC	SCOTT & STRINGFELLOW, LLC	May 26, 2006	Jul 6, 2006	41	Firm change	Other
FERRIS, BAKER WATTS, LLC	SPIRE WEALTH MANAGEMENT, LLC	Aug 15, 2003	Jan 30, 2004	168	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
17587:6413:VA:2024-05-07	May 10, 2024	May 6, 2024	GLEN ALLEN, VA	Firm change

Relationships

Registered with (8)

→ UNITED ADVISOR GROUPRegistered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 6, 2024 to Feb 20, 2025factForm ADV
→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: previous registration
Mar 21, 2022 to May 10, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Mar 11, 2022factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2013 to Feb 17, 2021factForm ADV
→ SCOTT & STRINGFELLOW, LLCRegistered adviserregistration: previous registration
Jul 6, 2006 to Jan 2, 2013factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 30, 2004 to May 26, 2006factForm ADV
→ FERRIS, BAKER WATTS, LLCRegistered adviserregistration: previous registration
Nov 15, 2002 to Aug 15, 2003factForm ADV

Dated events

Occurred
Feb 20, 2025
Advisor changed firm
Kathy Lynn Banyas left Lpl Financial Llc for United Advisor Group (registered 2025-12-05)
Form ADVobserved 5 days ago
Occurred
May 10, 2024
Advisor changed firm
Kathy Lynn Banyas left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-06)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2022
Advisor changed firm
Kathy Lynn Banyas left Truist Advisory Services, Inc. for Momentum Independent Network Inc. (registered 2022-03-21)
Form ADVobserved 5 days ago