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

Kenyon Lloyd Lederer

Cwm, LLCBD affiliatedDriggs, Id IA-onlyIAPD 2275241

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Kenny Lederer

At current firm

0 y

since Jul 1, 2026

In the industry

33 y

since Sep 28, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cwm, LLC BD affiliated current
since Jul 1, 2026 · Driggs, Id
Pinnacle Wealth Management, LLC independent RIA
Sep 23, 2021 to Sep 9, 2026 · Roseville, Ca
Pinnacle Asset Management, Inc. former
Nov 11, 2013 to Oct 11, 2021 · Roseville, Ca
Invest Financial Corporation former
Oct 29, 2007 to Nov 5, 2013 · Fresno, Ca
Securities America Advisors, Inc. former
Jan 2, 2004 to Mar 15, 2010 · Roseville, Ca
Pinnacle Asset Management, Inc. unclassified
Feb 23, 1999 to Dec 31, 2003 · Roseville, Ca

Moves

a registration end followed by a registration begin elsewhere

Pinnacle Wealth Management, LLC to Cwm, LLC
left Sep 9, 2026, registered Jul 1, 2026 (-70 days) · RIA to affiliated broker-dealer or bank
Pinnacle Asset Management, Inc. to Pinnacle Wealth Management, LLC
left Oct 11, 2021, registered Sep 23, 2021 (-18 days) · RIA to RIA · moved with a team
Invest Financial Corporation to Pinnacle Asset Management, Inc.
left Nov 5, 2013, registered Nov 11, 2013 (6 days) · Other
Securities America Advisors, Inc. to Invest Financial Corporation
left Mar 15, 2010, registered Oct 29, 2007 (-868 days) · Other
Pinnacle Asset Management, Inc. to Securities America Advisors, Inc.
left Dec 31, 2003, registered Jan 2, 2004 (2 days) · Other

Signals

Kenyon Lloyd Lederer left Pinnacle Wealth Management, Llc for Cwm, Llc (registered 2026-07-01)
Sep 9, 2026 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address