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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Kyle Andrew Moore

Advisor at SMARTPATH ADVISORS

NORTH RICHLAND HILLS, TX | ATLANTA, GA | North Richland Hills, TX

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Search this name across graphsid dfx:ria:b5656fd7-b71e-2d32-297d-3f75b91f52aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2017 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: SMARTPATH ADVISORS
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 25, 2015
First registration: Jan 4, 2017
Dual registered: no
IAPD individual key: 6486253

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
SMARTPATH ADVISORS	No RAUM reported	Jul 3, 2024	n/a	yes	North Richland Hills, TX\|ATLANTA, GA	Current employment
CRU WEALTH MANAGEMENT	State registered	Aug 9, 2021	n/a	yes	NORTH RICHLAND HILLS, TX	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jun 14, 2022	Jun 19, 2024	no	NORTH RICHLAND HILLS, TX\|SARASOTA, FL	Previous registration
Facet	Independent wealth	Nov 18, 2020	Jul 22, 2021	no	WEST PALM BEACH, FL\|Dallas, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 25, 2018	Nov 13, 2020	no	Dallas, TX\|Dallas, TX\|Dallas, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 4, 2017	Jan 5, 2018	no	WESTLAKE, TX	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
ORIGIN INVESTMENT ADVISORY LLC	SMARTPATH ADVISORS	Jun 19, 2024	Jul 3, 2024	14	Firm change	Other
Facet	CRU WEALTH MANAGEMENT	Jul 22, 2021	Aug 9, 2021	18	Firm change	RIA to state RIA
CHARLES SCHWAB & CO., INC.	Facet	Nov 13, 2020	Nov 18, 2020	5	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Jan 5, 2018	Jan 25, 2018	20	Firm change	Ibd to ibd

Team moves

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

Team	Left	Joined	From	Kind
305353:304563:FL:2024-06-19	Jun 19, 2024	Jul 3, 2024	SARASOTA, FL	Firm change

Relationships

Registered with (6)

→ SMARTPATH ADVISORSRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ CRU WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 9, 2021 to presentfactForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jun 14, 2022 to Jun 19, 2024factForm ADV
→ FACETRegistered adviserregistration: previous registration
Nov 18, 2020 to Jul 22, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 25, 2018 to Nov 13, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 4, 2017 to Jan 5, 2018factForm ADV

Dated events

Occurred
Jun 19, 2024
Advisor changed firm
Kyle Andrew Moore left Origin Investment Advisory Llc for Smartpath Advisors (registered 2024-07-03)
Form ADVobserved 5 days ago