DFX Intelligence

RIA Intelligence

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Registered advisor

K•••• E••• L•••••

L••••• W••••• M•••••••••independent RIAEl Dorado Hills, CaIA-onlyIAPD 2877627

Certified Financial Planner

Feed of 09/14/2026

At current firm

2 y

since Oct 5, 2023

In the industry

29 y

since Jun 6, 1997 (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

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/kayle-larsen-cfp%C2%AE-002a058reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

L••••• W••••• M••••••••• independent RIA current
since Oct 5, 2023 · El Dorado Hills, Ca
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Aug 17, 2007 to Oct 11, 2023 · El Dorado Hills, Ca
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Aug 22, 2007 · Sacramento, Ca
M••••• S•••••• D• I••• unclassified
Aug 24, 1998 to Apr 2, 2007 · El Dorado Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

C•••••••• I••••••••• R••••••• A•••••••• I••• to L••••• W••••• M•••••••••
left Oct 11, 2023, registered Oct 5, 2023 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
M••••• S•••••• • C•• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Aug 22, 2007, registered Aug 17, 2007 (-5 days) · Other
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

K•••• E••• L••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for L••••• W••••• M••••••••• (registered 2023-10-05)
Oct 11, 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: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address