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
Wyatt R Larsen
Feed of 09/15/2026
Also filed as Wyat R Kissinger
At current firm
5 y
since May 15, 2021
In the industry
27 y
since Oct 20, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Rockefeller Capital Management BD affiliated currentsince May 15, 2021 · New York, Ny
- UBS Financial Services Inc. wirehouseFeb 29, 2008 to Jun 1, 2021 · Boston, Ma
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Mar 3, 2008 · Boston, Ma
- Morgan Stanley Dw Inc. unclassifiedDec 17, 2002 to Apr 2, 2007 · Boston, Ma
- Goldman Sachs & Co. LLC wirehouseAug 17, 2001 to Jul 30, 2002 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Rockefeller Capital Managementleft Jun 1, 2021, registered May 15, 2021 (-17 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Morgan Stanley & Co. LLC to UBS Financial Services Inc.left Mar 3, 2008, registered Feb 29, 2008 (-3 days) · Other
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- Goldman Sachs & Co. LLC to Morgan Stanley Dw Inc.left Jul 30, 2002, registered Dec 17, 2002 (140 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address