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 Francis Quinn
Certified Financial Planner
Feed of 09/14/2026
At current firm
15 y
since Jan 10, 2011
In the industry
31 y
since Mar 8, 1995 (earliest exam, job or registration)
Prior registered firms
5
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
- Mariner BD affiliated currentsince Jan 10, 2011 · Overland Park, Ks
- Cbiz Wealth Management, LLC unclassifiedMay 24, 2010 to May 26, 2011 · Cleveland, Oh
- Cbiz Retirement Plan Advisory Services institutionalJun 4, 2009 to May 27, 2011 · Los Angeles, Ca
- Tower Square Securities, Inc. formerAug 23, 2004 to May 12, 2006 · Long Beach, Ca
- Oneamerica Securities, Inc. BD affiliatedDec 16, 2002 to Aug 6, 2004 · Indianapolis, In
- 1st Global Advisors Inc formerAug 30, 2001 to Nov 25, 2002 · Beverly Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cbiz Retirement Plan Advisory Services to Cbiz Wealth Management, LLCleft May 27, 2011, registered May 24, 2010 (-368 days) · Other
- Cbiz Wealth Management, LLC to Marinerleft May 26, 2011, registered Jan 10, 2011 (-136 days) · Other
- Tower Square Securities, Inc. to Cbiz Retirement Plan Advisory Servicesleft May 12, 2006, registered Jun 4, 2009 (1119 days) · Other
- Oneamerica Securities, Inc. to Tower Square Securities, Inc.left Aug 6, 2004, registered Aug 23, 2004 (17 days) · Other
- 1st Global Advisors Inc to Oneamerica Securities, Inc.left Nov 25, 2002, registered Dec 16, 2002 (21 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address