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
David Philip Kirby
Feed of 09/14/2026
At current firm
5 y
since Feb 17, 2021
In the industry
27 y
since Feb 25, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Truist Advisory Services, Inc. BD affiliated currentsince Feb 17, 2021 · Charleston, Wv
- Bb&T Securities, LLC formerAug 31, 2018 to Feb 17, 2021 · Charleston, Wv
- J.J.B. Hilliard, W.L. Lyons, LLC formerJul 6, 2012 to Sep 5, 2018 · Lewisburg, Wv
- Scott & Stringfellow, LLC formerSep 22, 2004 to Jul 6, 2012 · Lewisburg, Wv
- Wells Fargo Advisors wirehouseAug 24, 2000 to Oct 4, 2004 · Charleston, Wv
Moves
a registration end followed by a registration begin elsewhere
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- J.J.B. Hilliard, W.L. Lyons, LLC to Bb&T Securities, LLCleft Sep 5, 2018, registered Aug 31, 2018 (-5 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Scott & Stringfellow, LLC to J.J.B. Hilliard, W.L. Lyons, LLCleft Jul 6, 2012, registered Jul 6, 2012 (0 days) · Other
- Wells Fargo Advisors to Scott & Stringfellow, LLCleft Oct 4, 2004, registered Sep 22, 2004 (-12 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address