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
Gregory Fuller Kite
Feed of 09/14/2026
Also filed as Greg Kite
At current firm
5 y
since Oct 20, 2020
In the industry
30 y
since Mar 1, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Polley Wealth Management LLC state registered currentsince Oct 20, 2020 · Orlando, Fl
- Transamerica Financial Advisors, LLC BD affiliatedNov 1, 2018 to Oct 12, 2020 · Tampa, Fl
- Innovation Partners LLC independent RIAMar 20, 2014 to Jun 28, 2018 · Charlotte, Nc
- Transamerica Financial Advisors, LLC BD affiliatedFeb 25, 2013 to Dec 31, 2013 · Winter Park, Fl
- Global Asset Management Group unclassifiedOct 13, 2009 to Jan 29, 2013 · Winter Springs, Fl
- Financial Leadership Advisors, Inc. unclassifiedSep 24, 2007 to Oct 15, 2009 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Transamerica Financial Advisors, LLC to Polley Wealth Management LLCleft Oct 12, 2020, registered Oct 20, 2020 (8 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Innovation Partners LLC to Transamerica Financial Advisors, LLCleft Jun 28, 2018, registered Nov 1, 2018 (126 days) · Affiliated broker-dealer or bank to another
- Transamerica Financial Advisors, LLC to Innovation Partners LLCleft Dec 31, 2013, registered Mar 20, 2014 (79 days) · Other
- Global Asset Management Group to Transamerica Financial Advisors, LLCleft Jan 29, 2013, registered Feb 25, 2013 (27 days) · Other
- Financial Leadership Advisors, Inc. to Global Asset Management Groupleft Oct 15, 2009, registered Oct 13, 2009 (-2 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address