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
Kevin Eugene Mahoney
Feed of 09/15/2026
At current firm
3 y
since Aug 17, 2023
In the industry
33 y
since Aug 1, 1993 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Intellicents Investment Solutions Inc mixed wealth currentsince Aug 17, 2023 · Albert Lea, Mn
- Findec Wealth Services, Inc. otherJan 11, 2021 to Dec 31, 2022 · Stockton, Ca
- Financial Decisions, Inc. formerJun 28, 2002 to Jun 3, 1996 · Stockton, Ca
- Financial Decisions, Inc. formerJun 28, 2002 to Apr 23, 2021 · Stockton, Ca
Moves
a registration end followed by a registration begin elsewhere
- Findec Wealth Services, Inc. to Intellicents Investment Solutions Incleft Dec 31, 2022, registered Aug 17, 2023 (229 days) · Other
- Financial Decisions, Inc. to Findec Wealth Services, Inc.left Apr 23, 2021, registered Jan 11, 2021 (-102 days) · RIA to a newly registered adviser · moved with a team
Signals
- Kevin Eugene Mahoney left Findec Wealth Services, Inc. for Intellicents Investment Solutions Inc (registered 2023-08-17)Dec 31, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address