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

Christopher Thomas Doyle

Kingswood Wealth Advisors, LLCBD affiliatedSan Diego, Ca dual registrantIAPD 1689525

Feed of 09/14/2026

Also filed as Chris Doyle

At current firm

4 y

since Jan 26, 2022

In the industry

39 y

since Aug 11, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kingswood Wealth Advisors, LLC BD affiliated current
since Jan 26, 2022 · Suffolk, Va
Benchmark Advisory Services, LLC no RAUM
Oct 14, 2019 to Jan 25, 2022 · Onancock, Va
Securities America Advisors, Inc. former
Jul 2, 2015 to Nov 25, 2019 · Onancock, Va
Next Financial Group, Inc. former
Apr 17, 2014 to Jun 30, 2015 · Virginia Beach, Va
LPL Financial LLC BD affiliated
Dec 8, 2010 to Apr 28, 2014 · Norfolk, Va
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 5, 2004 to Dec 8, 2010 · Norfolk, Va
Wells Fargo Advisors wirehouse
Jun 21, 2002 to Aug 13, 2004 · Norfolk, Va
Wachovia Securities, Inc. unclassified
Dec 9, 1997 to Jun 21, 2002 · Virginia Beach, Va

Moves

a registration end followed by a registration begin elsewhere

Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLC
left Jan 25, 2022, registered Jan 26, 2022 (1 days) · RIA to RIA
Securities America Advisors, Inc. to Benchmark Advisory Services, LLC
left Nov 25, 2019, registered Oct 14, 2019 (-42 days) · Affiliated broker-dealer or bank to a newly registered adviser
Next Financial Group, Inc. to Securities America Advisors, Inc.
left Jun 30, 2015, registered Jul 2, 2015 (2 days) · Other
LPL Financial LLC to Next Financial Group, Inc.
left Apr 28, 2014, registered Apr 17, 2014 (-11 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Dec 8, 2010, registered Dec 8, 2010 (0 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Aug 13, 2004, registered Aug 5, 2004 (-8 days) · Wirehouse to wirehouse
Wachovia Securities, Inc. to Wells Fargo Advisors
left Jun 21, 2002, registered Jun 21, 2002 (0 days) · corporate re-registration, not a move

Signals

Christopher Thomas Doyle left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-26)
Jan 25, 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: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address