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
Kurt Muller
Feed of 09/14/2026
Also filed as Kurt Matthew Muller
At current firm
7 y
since May 16, 2019
In the industry
27 y
since Feb 18, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stifel, Nicolaus & Company, Incorporated national BD currentsince May 16, 2019 · New York, Ny
- Noblebridge Wealth independent RIAJul 20, 2017 to May 11, 2019 · North Caldwell, Nj
- Citigroup Global Markets Inc. BD affiliatedJul 14, 2010 to Aug 14, 2015 · Washington, Dc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 8, 2006 to Jul 23, 2010 · New York, Ny
- Advest, Inc. unclassifiedJun 4, 1999 to Feb 9, 2006 · Hartford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Noblebridge Wealth to Stifel, Nicolaus & Company, Incorporatedleft May 11, 2019, registered May 16, 2019 (5 days) · RIA to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Noblebridge Wealthleft Aug 14, 2015, registered Jul 20, 2017 (706 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Jul 23, 2010, registered Jul 14, 2010 (-9 days) · Other
- Advest, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 9, 2006, registered Aug 8, 2006 (180 days) · Other
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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address