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

Kenneth Michael Sullivan

Retire Pittsburgh Management LLCstate registeredMurrysville, PaIA-onlyIAPD 2794124

Feed of 09/14/2026

Also filed as Michael Sullivan

At current firm

5 y

since Aug 13, 2021

In the industry

29 y

since Oct 15, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Retire Pittsburgh Management LLC state registered current
since Aug 13, 2021 · Murrysville, Pa
The Retirement Guys Formula independent RIA
Oct 19, 2017 to Dec 31, 2025 · Pittsburgh, Pa
Blackridge Asset Management, LLC independent RIA
Oct 19, 2017 to Jun 4, 2018 · Pittsburgh, Pa
Key Investment Services LLC BD affiliated
Sep 21, 2016 to Sep 5, 2017 · Columbus, Oh
LPL Financial LLC BD affiliated
Apr 18, 2012 to Sep 21, 2016 · Murrysville, Pa
Nationwide Securities, LLC no RAUM
Jan 13, 2012 to Apr 11, 2012 · Apollo, Pa

Moves

a registration end followed by a registration begin elsewhere

The Retirement Guys Formula to Retire Pittsburgh Management LLC
left Dec 31, 2025, registered Aug 13, 2021 (-1601 days) · RIA to a state-registered adviser · moved with a team
Blackridge Asset Management, LLC to The Retirement Guys Formula
left Jun 4, 2018, registered Oct 19, 2017 (-228 days) · Other
Key Investment Services LLC to Blackridge Asset Management, LLC
left Sep 5, 2017, registered Oct 19, 2017 (44 days) · Other
LPL Financial LLC to Key Investment Services LLC
left Sep 21, 2016, registered Sep 21, 2016 (0 days) · Other · moved with a team
Nationwide Securities, LLC to LPL Financial LLC
left Apr 11, 2012, registered Apr 18, 2012 (7 days) · Other

Signals

Kenneth Michael Sullivan left The Retirement Guys Formula for Retire Pittsburgh Management Llc (registered 2021-08-13)
Dec 31, 2025 · 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: STATE REGISTEREDderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address