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.
Feed of 09/14/2026
Also filed as Ronnie Myron Kidd
At current firm
20 y
since Aug 9, 2006
In the industry
33 y
since Dec 3, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Matson Money, Inc. mixed wealth currentsince May 25, 2017 · High Point, Nc
- Generations Investment Advisors, LLC state registered currentsince Aug 9, 2006 · High Point, Nc
- Efficient Advisors formerDec 2, 2022 to Jun 1, 2026 · High Point, Nc
- Sowell Management independent RIAApr 11, 2019 to Mar 1, 2023 · High Point, Nc
- Next Financial Group, Inc. formerApr 1, 2005 to Aug 9, 2006 · High Point, Nc
- Osaic Fs, Inc. formerNov 2, 2004 to Apr 6, 2005 · Jamestown, Nc
Moves
a registration end followed by a registration begin elsewhere
- Efficient Advisors to no registered destinationleft Jun 1, 2026 · Departure, no registered destination
- Sowell Management to Efficient Advisorsleft Mar 1, 2023, registered Dec 2, 2022 (-89 days) · RIA to RIA · moved with a team
- Next Financial Group, Inc. to Generations Investment Advisors, LLCleft Aug 9, 2006, registered Aug 9, 2006 (0 days) · Other
- Osaic Fs, Inc. to Next Financial Group, Inc.left Apr 6, 2005, registered Apr 1, 2005 (-5 days) · Other
Signals
- Ronnie Myron Kidd no longer registered at Efficient Advisors; no later IA registration on IAPDJun 1, 2026 · Advisor departure · fact
- Ronnie Myron Kidd left Sowell Management for Efficient Advisors (registered 2022-12-02)Mar 1, 2023 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address