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
Kent Allen Lalonde
Certified Financial Planner
Feed of 09/15/2026
At current firm
20 y
since Nov 17, 2005
In the industry
27 y
since Jul 9, 1999 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Financial Designs, Inc. BD affiliated currentsince Nov 17, 2005 · San Clemente, Ca
- Planmember Securities Corporation independent RIANov 17, 2004 to Nov 15, 2005 · Carpinteria, Ca
- Worthmark Financial Services, LLC unclassifiedSep 30, 2004 to Nov 18, 2004 · San Clemente, Ca
- Planmember Securities Corporation independent RIAJan 7, 2003 to Sep 28, 2004 · Laguna Niguel, Ca
Moves
a registration end followed by a registration begin elsewhere
- Planmember Securities Corporation to Creative Financial Designs, Inc.left Nov 15, 2005, registered Nov 17, 2005 (2 days) · Other
- Worthmark Financial Services, LLC to Planmember Securities Corporationleft Nov 18, 2004, registered Nov 17, 2004 (-1 days) · Other
- Planmember Securities Corporation to Worthmark Financial Services, LLCleft Sep 28, 2004, registered Sep 30, 2004 (2 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