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

William James Kinmonth

Newedge AdvisorsBD affiliatedPittsburgh, Pa dual registrantIAPD 2896623

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Will Kinmonth

At current firm

2 y

since Aug 22, 2024

In the industry

29 y

since Jun 10, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Newedge Advisors BD affiliated current
since Aug 22, 2024 · Pittsburgh, Pa
Citizens Securities, Inc. BD affiliated
Apr 4, 2003 to Aug 22, 2024 · Allison Park, Pa
Msi Financial Services, Inc. former
Jul 15, 2002 to Mar 26, 2003 · Pittsburgh, Pa
Ameriprise Financial Services, LLC national BD
Jun 24, 1997 to Jun 24, 2002 · Virginia Beach, Va

Moves

a registration end followed by a registration begin elsewhere

Citizens Securities, Inc. to Newedge Advisors
left Aug 22, 2024, registered Aug 22, 2024 (0 days) · Affiliated broker-dealer or bank to another
Msi Financial Services, Inc. to Citizens Securities, Inc.
left Mar 26, 2003, registered Apr 4, 2003 (9 days) · Other
Ameriprise Financial Services, LLC to Msi Financial Services, Inc.
left Jun 24, 2002, registered Jul 15, 2002 (21 days) · Other

Signals

William James Kinmonth left Citizens Securities, Inc. for Newedge Advisors (registered 2024-08-22)
Aug 22, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address