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
Kimber Elizabeth Deloia
Feed of 09/15/2026
Also filed as Kimber Elizabeth Deloia
At current firm
10 y
since Jun 22, 2016
In the industry
25 y
since Apr 9, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Sep 7, 2021 · Golden, Co
- Western Wealth Management LLC independent RIA currentsince Jun 22, 2016 · Denver, Co
- Western Wealth Management LLC formerFeb 4, 2016 to Jun 22, 2016 · Denver, Co
- Independent Financial Partners BD affiliatedFeb 4, 2011 to Mar 7, 2016 · Denver, Co
- Wells Fargo Advisors wirehouseDec 13, 2007 to Feb 3, 2011 · Denver, Co
- RBC Capital Markets, LLC national BDApr 19, 2005 to Sep 13, 2007 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Western Wealth Management LLC to Western Wealth Management LLCleft Jun 22, 2016, registered Jun 22, 2016 (0 days) · corporate re-registration, not a move
- Independent Financial Partners to Western Wealth Management LLCleft Mar 7, 2016, registered Feb 4, 2016 (-32 days) · Other
- Wells Fargo Advisors to Independent Financial Partnersleft Feb 3, 2011, registered Feb 4, 2011 (1 days) · Other
- RBC Capital Markets, LLC to Wells Fargo Advisorsleft Sep 13, 2007, registered Dec 13, 2007 (91 days) · Affiliated broker-dealer or bank to wirehouse
Signals
No dated event on this person.
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address