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 William Wiegert
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jul 17, 2026
In the industry
23 y
since Jul 8, 2003 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Merit Financial Advisors BD affiliated currentsince Jul 17, 2026 · Towson, Md
- Kestra Advisory Services, LLC BD affiliatedApr 21, 2016 to Jul 21, 2026 · Towson, Md
- Nfp Advisor Services, LLC formerMar 4, 2014 to Sep 22, 2016 · Austin, Tx
- Founders Financial Securities, LLC independent RIAAug 3, 2006 to Mar 4, 2014 · Towson, Md
- Transamerica Financial Advisors, LLC BD affiliatedJul 8, 2003 to Aug 7, 2006 · Timonium, Md
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Merit Financial Advisorsleft Jul 21, 2026, registered Jul 17, 2026 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 21, 2016 (-154 days) · corporate re-registration, not a move
- Founders Financial Securities, LLC to Nfp Advisor Services, LLCleft Mar 4, 2014, registered Mar 4, 2014 (0 days) · Other
- Transamerica Financial Advisors, LLC to Founders Financial Securities, LLCleft Aug 7, 2006, registered Aug 3, 2006 (-4 days) · Other
Signals
- Kurt William Wiegert left Kestra Advisory Services, Llc for Merit Financial Advisors (registered 2026-07-17)Jul 21, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address