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
Kevin Victor Pinto
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jul 6, 2026
In the industry
24 y
since May 16, 2002 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Concurrent Investment Advisors, LLC independent RIA currentsince Jul 6, 2026 · Tampa, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedJul 27, 2011 to Jul 7, 2026 · Calverton, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 2, 2005 to Jul 25, 2011 · Rockville, Md
- Chevy Chase Financial Services unclassifiedMay 17, 2002 to Sep 13, 2005 · Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Concurrent Investment Advisors, LLCleft Jul 7, 2026, registered Jul 6, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Incleft Jul 25, 2011, registered Jul 27, 2011 (2 days) · Other
- Chevy Chase Financial Services to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 13, 2005, registered Sep 2, 2005 (-11 days) · Other
Signals
- Kevin Victor Pinto left Raymond James Financial Services Advisors, Inc for Concurrent Investment Advisors, Llc (registered 2026-07-06)Jul 7, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address