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 Joon Kim
Feed of 09/14/2026
Also filed as Kyo Kim
At current firm
1 y
since Jan 21, 2025
In the industry
30 y
since Jun 20, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Kyo Asset Management, LLC state registered currentsince Jan 21, 2025 · Sterling, Va
- Tlg Advisors, Inc. BD affiliatedMay 28, 2024 to Jan 15, 2025 · Summit, Nj
- The Private Client Advisory Group, LLC formerFeb 27, 2021 to Jun 20, 2024 · Dulles, Va
- LPL Financial LLC BD affiliatedFeb 14, 2018 to Jun 18, 2021 · Dulles, Va
- Invest Financial Corporation formerMay 13, 2009 to Feb 14, 2018 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Tlg Advisors, Inc. to Kyo Asset Management, LLCleft Jan 15, 2025, registered Jan 21, 2025 (6 days) · Affiliated broker-dealer or bank to a state-registered adviser
- The Private Client Advisory Group, LLC to Tlg Advisors, Inc.left Jun 20, 2024, registered May 28, 2024 (-23 days) · RIA to affiliated broker-dealer or bank
- LPL Financial LLC to The Private Client Advisory Group, LLCleft Jun 18, 2021, registered Feb 27, 2021 (-111 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Invest Financial Corporation to LPL Financial LLCleft Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
Signals
- Kyle Joon Kim left Tlg Advisors, Inc. for Kyo Asset Management, Llc (registered 2025-01-21)Jan 15, 2025 · Advisor changed firm · fact
- Kyle Joon Kim left The Private Client Advisory Group, Llc for Tlg Advisors, Inc. (registered 2024-05-28)Jun 20, 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address