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
Michael B Kislin
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Michale Brent Kislin
At current firm
3 y
since Sep 1, 2023
In the industry
28 y
since Dec 15, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Sep 1, 2023 · Purchase, Ny
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Sep 2, 2023 · Greenwich, Ct
- Chase Investment Services Corp. formerAug 13, 2012 to Oct 1, 2012 · Greenwich, Ct
- Morgan Stanley wirehouseApr 13, 2010 to Aug 8, 2012 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Morgan Stanleyleft Sep 2, 2023, registered Sep 1, 2023 (-1 days) · Wirehouse to wirehouse · moved with a team
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Chase Investment Services Corp.left Aug 8, 2012, registered Aug 13, 2012 (5 days) · Other
Signals
- Michael B Kislin left J.P. Morgan Securities Llc for Morgan Stanley (registered 2023-09-01)Sep 2, 2023 · 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
- Wirehousederived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address