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 Andrew Kraus
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kyle Andrew Kraus
At current firm
2 y
since May 16, 2024
In the industry
24 y
since Apr 12, 2002 (earliest exam, job or registration)
Prior registered firms
11
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Alphacore Capital LLC independent RIA currentsince May 16, 2024 · La Jolla, Ca
- Corient independent RIAMay 23, 2023 to May 9, 2024 · San Diego, Ca
- Edelman Financial Engines independent RIANov 15, 2019 to Apr 14, 2023 · Phoenix, Az
- Vanguard Advisers, Inc. BD affiliatedNov 14, 2016 to May 1, 2019 · Scottsdale, Az
- Ameriprise Financial Services, LLC national BDApr 7, 2016 to Oct 21, 2016 · Peoria, Az
- Wells Fargo Advisors wirehouseJun 11, 2015 to Mar 22, 2016 · Peoria, Az
- Principal Securities, Inc. BD affiliatedMay 14, 2014 to Mar 9, 2015 · Phoenix, Az
- Schwab Wealth Advisory, Inc. no RAUMJan 3, 2012 to Dec 9, 2013 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDOct 29, 2008 to Dec 31, 2011 · Phoenix, Az
- Chase Investment Services Corp. formerMay 15, 2008 to Aug 7, 2008 · Anthem,, Az
- Applied Strategies And Counsel, Inc. unclassifiedOct 3, 2006 to Nov 20, 2007 · Scottsdale, Az
- Brandes Investment Partners, LP otherMay 20, 2002 to Aug 8, 2006 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Corient to Alphacore Capital LLCleft May 9, 2024, registered May 16, 2024 (7 days) · RIA to RIA
- Edelman Financial Engines to Corientleft Apr 14, 2023, registered May 23, 2023 (39 days) · RIA to affiliated broker-dealer or bank
- Vanguard Advisers, Inc. to Edelman Financial Enginesleft May 1, 2019, registered Nov 15, 2019 (198 days) · Affiliated broker-dealer or bank to independent RIA
- Ameriprise Financial Services, LLC to Vanguard Advisers, Inc.left Oct 21, 2016, registered Nov 14, 2016 (24 days) · Other
- Wells Fargo Advisors to Ameriprise Financial Services, LLCleft Mar 22, 2016, registered Apr 7, 2016 (16 days) · Wirehouse to affiliated broker-dealer or bank
- Principal Securities, Inc. to Wells Fargo Advisorsleft Mar 9, 2015, registered Jun 11, 2015 (94 days) · Other
- Schwab Wealth Advisory, Inc. to Principal Securities, Inc.left Dec 9, 2013, registered May 14, 2014 (156 days) · Other
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move
- Chase Investment Services Corp. to Charles Schwab & Co., Inc.left Aug 7, 2008, registered Oct 29, 2008 (83 days) · Other
- Applied Strategies And Counsel, Inc. to Chase Investment Services Corp.left Nov 20, 2007, registered May 15, 2008 (177 days) · Other
- Brandes Investment Partners, LP to Applied Strategies And Counsel, Inc.left Aug 8, 2006, registered Oct 3, 2006 (56 days) · Other
Signals
- Kyle Andrew Kraus left Corient for Alphacore Capital Llc (registered 2024-05-16)May 9, 2024 · Advisor changed firm · fact
- Kyle Andrew Kraus left Edelman Financial Engines for Corient (registered 2023-05-23)Apr 14, 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address