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
Kerry Clifford Severn
Certified Financial Planner
Feed of 09/15/2026
At current firm
6 y
since Jan 7, 2020
In the industry
32 y
since Oct 4, 1993 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ashton Thomas Private Wealth independent RIA currentsince Jan 7, 2020 · Scottsdale, Az
- Edelman Financial Engines independent RIANov 1, 2018 to Nov 26, 2019 · Salt Lake City, Ut
- Edelman Financial Services, LLC formerJul 8, 2014 to Nov 1, 2018 · Salt Lake City, Ut
- Strategic Advisers LLC national BDJan 26, 2001 to Jul 10, 2014 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Engines to Ashton Thomas Private Wealthleft Nov 26, 2019, registered Jan 7, 2020 (42 days) · RIA to RIA
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Edelman Financial Services, LLCleft Jul 10, 2014, registered Jul 8, 2014 (-2 days) · Other
Signals
No dated event on this person.
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address