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 Jeremy Fox
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Oct 23, 2025
In the industry
29 y
since Jun 16, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Allstate Financial Advisors, LLC BD affiliated currentsince Oct 23, 2025 · Santee, Ca
- Cetera Investment Advisers LLC BD affiliatedNov 12, 2020 to Apr 29, 2025 · San Diego, Ca
- First Allied Advisory Services, Inc. formerMar 2, 2016 to Nov 12, 2020 · San Diego, Ca
- LPL Financial LLC BD affiliatedFeb 21, 2008 to Dec 21, 2015 · San Diego, Ca
- Msi Financial Services, Inc. formerNov 8, 1999 to Feb 7, 2008 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Allstate Financial Advisors, LLCleft Apr 29, 2025, registered Oct 23, 2025 (177 days) · Affiliated broker-dealer or bank to another · moved with a team
- First Allied Advisory Services, Inc. to Cetera Investment Advisers LLCleft Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to First Allied Advisory Services, Inc.left Dec 21, 2015, registered Mar 2, 2016 (72 days) · Other
- Msi Financial Services, Inc. to LPL Financial LLCleft Feb 7, 2008, registered Feb 21, 2008 (14 days) · Other
Signals
- Kevin Jeremy Fox left Cetera Investment Advisers Llc for Allstate Financial Advisors, Llc (registered 2025-10-23)Apr 29, 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address