DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kimberly Spence
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Kim Spence
At current firm
0 y
since Sep 10, 2026
In the industry
13 y
since Mar 18, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Merit Financial Advisors BD affiliated currentsince Sep 10, 2026 · Alpharetta, Ga
- Savant Wealth Management independent RIAFeb 20, 2020 to Oct 13, 2022 · Lincolnshire, Il
- Huber Financial formerJun 12, 2013 to Aug 2, 2020 · Lincolnshire, Il
- Huber Financial Group, Ltd. formerMar 18, 2013 to Sep 4, 2013 · Lincolnshire, Il
Moves
a registration end followed by a registration begin elsewhere
- Savant Wealth Management to Merit Financial Advisorsleft Oct 13, 2022, registered Sep 10, 2026 (1428 days) · RIA to affiliated broker-dealer or bank
- Huber Financial to Savant Wealth Managementleft Aug 2, 2020, registered Feb 20, 2020 (-164 days) · RIA to RIA · moved with a team
- Huber Financial Group, Ltd. to Huber Financialleft Sep 4, 2013, registered Jun 12, 2013 (-84 days) · channel change inside one enterprise, not a move
Signals
- Kimberly Spence left Savant Wealth Management for Merit Financial Advisors (registered 2026-09-10)Oct 13, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address