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 Andrew Diamond
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Ken Diamond
At current firm
0 y
since Aug 31, 2026
In the industry
28 y
since May 1, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- First Heartland Consultants, Inc. BD affiliated currentsince Aug 31, 2026 · Hurricane, Ut
- Allstate Financial Advisors, LLC BD affiliatedMar 5, 2026 to Jul 7, 2026 · Clinton, Ut
- Edward Jones national BDFeb 9, 2023 to Sep 5, 2025 · Hurricane, Ut
- Choreo, LLC independent RIANov 21, 2002 to Jan 22, 2003 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Allstate Financial Advisors, LLC to First Heartland Consultants, Inc.left Jul 7, 2026, registered Aug 31, 2026 (55 days) · Affiliated broker-dealer or bank to another
- Edward Jones to Allstate Financial Advisors, LLCleft Sep 5, 2025, registered Mar 5, 2026 (181 days) · Affiliated broker-dealer or bank to another
- Choreo, LLC to Edward Jonesleft Jan 22, 2003, registered Feb 9, 2023 (7323 days) · Other
Signals
- Kenneth Andrew Diamond left Allstate Financial Advisors, Llc for First Heartland Consultants, Inc. (registered 2026-08-31)Jul 7, 2026 · Advisor changed firm · fact
- Kenneth Andrew Diamond left Edward Jones for Allstate Financial Advisors, Llc (registered 2026-03-05)Sep 5, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address