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
Kevin Patrick Doyle
Feed of 09/14/2026
At current firm
1 y
since Jul 7, 2025
In the industry
37 y
since Oct 28, 1988 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Janney Montgomery Scott LLC BD affiliated currentsince Jul 7, 2025 · Hunt Valley, Md
- Raymond James & Associates, Inc. national BDApr 15, 2013 to Jul 15, 2025 · Timonium, Md
- Morgan Stanley wirehouseJun 1, 2009 to May 1, 2013 · Baltimore, Md
- Citigroup Global Markets Inc. BD affiliatedMar 29, 1993 to Jun 1, 2009 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Janney Montgomery Scott LLCleft Jul 15, 2025, registered Jul 7, 2025 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- Morgan Stanley to Raymond James & Associates, Inc.left May 1, 2013, registered Apr 15, 2013 (-16 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Kevin Patrick Doyle left Raymond James & Associates, Inc. for Janney Montgomery Scott Llc (registered 2025-07-07)Jul 15, 2025 · 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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address