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 Myers-Turner

Td Private Client Wealth LLCBD affiliatedCharlotte , Nc IA-onlyIAPD 1671403

Feed of 09/15/2026

Also filed as Kimberly Yvette Myers

At current firm

0 y

since Sep 14, 2026

In the industry

20 y

since Apr 8, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Td Private Client Wealth LLC BD affiliated current
since Sep 14, 2026 · Charlotte , Nc
Dimensional Fund Advisors LP asset manager
Sep 19, 2023 to Jun 26, 2025 · Austin, Tx
Ip Financial Advisory Services LLC independent RIA
Aug 15, 2022 to Jul 17, 2023 · Charlotte, Nc
Equitable Advisors, LLC national BD
Jul 15, 2019 to Apr 21, 2022 · Falls Church, Va
LPL Financial LLC BD affiliated
Jun 28, 2017 to Jan 4, 2018 · Fort Mill, Sc
Msi Financial Services, Inc. former
Jun 7, 2016 to Jul 25, 2016 · Charlotte, Nc
LPL Financial LLC BD affiliated
Nov 4, 2014 to Jan 23, 2015 · Concord, Nc
Wells Fargo Advisors wirehouse
Jan 10, 2012 to Oct 9, 2014 · Charlotte, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 23, 2009 to Sep 8, 2011 · Charlotte, Nc
Banc Of America Investment Services, Inc. unclassified
Sep 10, 2007 to Oct 23, 2009 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Dimensional Fund Advisors LP to Td Private Client Wealth LLC
left Jun 26, 2025, registered Sep 14, 2026 (445 days) · Other
Ip Financial Advisory Services LLC to Dimensional Fund Advisors LP
left Jul 17, 2023, registered Sep 19, 2023 (64 days) · Other
Equitable Advisors, LLC to Ip Financial Advisory Services LLC
left Apr 21, 2022, registered Aug 15, 2022 (116 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Equitable Advisors, LLC
left Jan 4, 2018, registered Jul 15, 2019 (557 days) · RIA to affiliated broker-dealer or bank
Msi Financial Services, Inc. to LPL Financial LLC
left Jul 25, 2016, registered Jun 28, 2017 (338 days) · Other
LPL Financial LLC to Msi Financial Services, Inc.
left Jan 23, 2015, registered Jun 7, 2016 (501 days) · Other
Wells Fargo Advisors to LPL Financial LLC
left Oct 9, 2014, registered Nov 4, 2014 (26 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Sep 8, 2011, registered Jan 10, 2012 (124 days) · Wirehouse to wirehouse
Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move

Signals

Kimberly Myers-Turner registered as an investment adviser representative at Td Private Client Wealth Llc
Sep 14, 2026 · Advisor registered · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address