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
Kyle Richard Hunter
Feed of 09/14/2026
At current firm
1 y
since Nov 1, 2024
In the industry
25 y
since Oct 4, 2000 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hunter Investment Services LLC state registered currentsince Nov 1, 2024 · Portland, Or
- Investor Fan independent RIASep 10, 2024 to Sep 21, 2024 · Portland, Or
- Morgan Stanley wirehouseSep 12, 2013 to Sep 19, 2024 · Portland, Or
- Steward Partners Investment Solutions, LLC formerJul 16, 2007 to Sep 13, 2013 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Investor Fan to Hunter Investment Services LLCleft Sep 21, 2024, registered Nov 1, 2024 (41 days) · RIA to a state-registered adviser
- Morgan Stanley to Investor Fanleft Sep 19, 2024, registered Sep 10, 2024 (-9 days) · Wirehouse to independent RIA
- Steward Partners Investment Solutions, LLC to Morgan Stanleyleft Sep 13, 2013, registered Sep 12, 2013 (-1 days) · Other
Signals
- Kyle Richard Hunter left Investor Fan for Hunter Investment Services Llc (registered 2024-11-01)Sep 21, 2024 · Advisor changed firm · fact
- Kyle Richard Hunter left Morgan Stanley for Investor Fan (registered 2024-09-10)Sep 19, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address