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
Richard H Van Kuren
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Richard Vankuren
At current firm
5 y
since Sep 3, 2021
In the industry
27 y
since Mar 17, 1999 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lvw Advisors, LLC independent RIA currentsince Sep 3, 2021 · Pittsford, Ny
- Convergent Wealth Advisors, LLC formerJan 8, 2009 to Oct 12, 2011 · Potomac, Md
Moves
a registration end followed by a registration begin elsewhere
- Convergent Wealth Advisors, LLC to Lvw Advisors, LLCleft Oct 12, 2011, registered Sep 3, 2021 (3614 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address