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
Kris Alan Persinger
Certified Financial Planner
Feed of 09/15/2026
At current firm
5 y
since Apr 19, 2021
In the industry
35 y
since Feb 27, 1991 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lexaurum Advisors independent RIA currentsince Apr 19, 2021 · Washington, Dc
- Summit Financial Group Inc formerSep 1, 2016 to Apr 21, 2021 · Washington, Dc
- Vsr Advisory Services formerJul 25, 2008 to Nov 2, 2016 · Overland Park, Ks
- Northwestern Mutual Wealth Management Company unclassifiedApr 3, 2003 to Apr 30, 2007 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial Group Inc to Lexaurum Advisorsleft Apr 21, 2021, registered Apr 19, 2021 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Vsr Advisory Services to Summit Financial Group Incleft Nov 2, 2016, registered Sep 1, 2016 (-62 days) · channel change inside one enterprise, not a move · moved with a team
- Northwestern Mutual Wealth Management Company to Vsr Advisory Servicesleft Apr 30, 2007, registered Jul 25, 2008 (452 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
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address