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

John Robert Kinkead

Visionary Wealth Advisors, LLCindependent RIASt. Louis, Mo IA-onlyIAPD 2169294

Feed of 09/14/2026

At current firm

0 y

since Jan 1, 2026

In the industry

35 y

since Sep 13, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Visionary Wealth Advisors, LLC independent RIA current
since Jan 1, 2026 · Naples, Fl
Naples Money Management LLC independent RIA
Jul 29, 2016 to Mar 27, 2025 · Naples, Fl
Ernst & Young Investment Advisers Llp no RAUM
Apr 27, 2016 to Jun 15, 2016 · Tampa, Fl
Grace Capital Management, LLC unclassified
Mar 13, 2015 to Jun 8, 2015 · Fort Myers, Fl
Pnc Wealth Management BD affiliated
Oct 16, 2013 to Dec 8, 2014 · Zanesville, Oh
Morgan Stanley wirehouse
Nov 1, 2011 to Sep 4, 2013 · Dublin, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 5, 2004 to May 11, 2007 · Zanesville, Oh
UBS Financial Services Inc. wirehouse
Sep 26, 2000 to Apr 22, 2004 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Naples Money Management LLC to Visionary Wealth Advisors, LLC
left Mar 27, 2025, registered Jan 1, 2026 (280 days) · RIA to RIA
Ernst & Young Investment Advisers Llp to Naples Money Management LLC
left Jun 15, 2016, registered Jul 29, 2016 (44 days) · Other
Grace Capital Management, LLC to Ernst & Young Investment Advisers Llp
left Jun 8, 2015, registered Apr 27, 2016 (324 days) · Other
Pnc Wealth Management to Grace Capital Management, LLC
left Dec 8, 2014, registered Mar 13, 2015 (95 days) · Other
Morgan Stanley to Pnc Wealth Management
left Sep 4, 2013, registered Oct 16, 2013 (42 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left May 11, 2007, registered Nov 1, 2011 (1635 days) · Wirehouse to wirehouse
UBS Financial Services Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Apr 22, 2004, registered Apr 5, 2004 (-17 days) · Wirehouse to wirehouse

Signals

John Robert Kinkead left Naples Money Management Llc for Visionary Wealth Advisors, Llc (registered 2026-01-01)
Mar 27, 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: Independent wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address