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

Kyle Meek

First Citizens Investor Services, Inc.BD affiliatedBoston, Madual registrantIAPD 3162117

Feed of 09/14/2026

Also filed as Kyle Forrest Meek

At current firm

0 y

since Feb 3, 2026

In the industry

27 y

since Feb 9, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Citizens Investor Services, Inc. BD affiliated current
since Feb 3, 2026 · Boston, Ma
Td Private Client Wealth LLC BD affiliated
Oct 6, 2023 to Nov 11, 2025 · Mt. Laurel, Nj
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 17, 2019 to Sep 11, 2023 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 30, 2009 to May 10, 2019 · New York, Ny
Banc Of America Investment Services, Inc. unclassified
Oct 20, 2004 to Oct 23, 2009 · Boston, Ma
Quick & Reilly, Inc. unclassified
Dec 19, 2003 to Oct 20, 2004 · Littleton, Ma
Putnam Investment Management, LLC asset manager
Nov 24, 2001 to Feb 4, 2003 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Td Private Client Wealth LLC to First Citizens Investor Services, Inc.
left Nov 11, 2025, registered Feb 3, 2026 (84 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Private Client Wealth LLC
left Sep 11, 2023, registered Oct 6, 2023 (25 days) · Wirehouse to affiliated broker-dealer or bank
Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 23, 2009, registered Oct 30, 2009 (7 days) · corporate re-registration, not a move
Quick & Reilly, Inc. to Banc Of America Investment Services, Inc.
left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
Putnam Investment Management, LLC to Quick & Reilly, Inc.
left Feb 4, 2003, registered Dec 19, 2003 (318 days) · Other

Signals

Kyle Meek left Td Private Client Wealth Llc for First Citizens Investor Services, Inc. (registered 2026-02-03)
Nov 11, 2025 · Advisor changed firm · fact
Kyle Meek left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Td Private Client Wealth Llc (registered 2023-10-06)
Sep 11, 2023 · 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address