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 F O'Dell
Feed of 09/14/2026
Also filed as Kyle F Odell
At current firm
4 y
since Oct 3, 2021
In the industry
30 y
since Jul 16, 1996 (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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edgerock Wealth Management independent RIA currentsince Oct 3, 2021 · Denver, Co
- Ae Wealth Management, LLC BD affiliatedMay 1, 2019 to Jan 26, 2022 · Englewood, Co
- First Advisors National, LLC independent RIAOct 20, 2015 to Jul 5, 2017 · Denver, Co
- Corecap Advisors BD affiliatedAug 6, 2015 to Apr 25, 2019 · Denver, Co
- First Advisors National, LLC independent RIANov 18, 2013 to Aug 3, 2015 · Denver, Co
- Questar Asset Management, Inc. formerDec 13, 2012 to Sep 11, 2013 · Englewood, Co
Moves
a registration end followed by a registration begin elsewhere
- Ae Wealth Management, LLC to Edgerock Wealth Managementleft Jan 26, 2022, registered Oct 3, 2021 (-115 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Corecap Advisors to First Advisors National, LLCleft Apr 25, 2019, registered Oct 20, 2015 (-1283 days) · Other
- First Advisors National, LLC to Ae Wealth Management, LLCleft Jul 5, 2017, registered May 1, 2019 (665 days) · Other
- First Advisors National, LLC to Corecap Advisorsleft Aug 3, 2015, registered Aug 6, 2015 (3 days) · Other
- Questar Asset Management, Inc. to First Advisors National, LLCleft Sep 11, 2013, registered Nov 18, 2013 (68 days) · Other
Signals
- Kyle F O'Dell left Ae Wealth Management, Llc for Edgerock Wealth Management (registered 2021-10-03)Jan 26, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address