DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KYO ASSET MANAGEMENT, LLC
STERLING, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KYO ASSET MANAGEMENT, LLC | State registered | Jan 21, 2025 | n/a | yes | STERLING, VA | Current employment |
| TLG ADVISORS, INC. | Bd affiliated wealth | May 28, 2024 | Jan 15, 2025 | no | SUMMIT, NJ|Dulles, VA | Previous registration |
| THE PRIVATE CLIENT ADVISORY GROUP, LLC | Former SEC adviser | Feb 27, 2021 | Jun 20, 2024 | no | DULLES, VA|MANASQUAN, NJ|Annandale, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 14, 2018 | Jun 18, 2021 | no | DULLES, VA|ANNANDALE, VA | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | May 13, 2009 | Feb 14, 2018 | no | ROCKVILLE, MD|CENTREVILLE, VA|APPLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TLG ADVISORS, INC. | KYO ASSET MANAGEMENT, LLC | Jan 15, 2025 | Jan 21, 2025 | 6 | Firm change | Ibd to state RIA |
| THE PRIVATE CLIENT ADVISORY GROUP, LLC | TLG ADVISORS, INC. | Jun 20, 2024 | May 28, 2024 | -23 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | THE PRIVATE CLIENT ADVISORY GROUP, LLC | Jun 18, 2021 | Feb 27, 2021 | -111 | Firm change after gap | Ibd to new firm |
| INVEST FINANCIAL CORPORATION | LPL FINANCIAL LLC | Feb 14, 2018 | Feb 14, 2018 | 0 | Bulk transfer | Other |