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.

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Registered advisor

D•••••• K•••

T••••••• I••••••••• M••••••••• I•••BD affiliatedTucson, Azdual registrantIAPD 4137430

Feed of 09/14/2026

Also filed as Deborah Bland

At current firm

0 y

since Dec 24, 2025

In the industry

10 y

since Jul 6, 2016 (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

T••••••• I••••••••• M••••••••• I••• BD affiliated current
since Dec 24, 2025 · Tucson, Az
W••••••••• F•••••••• P••••••• former
Sep 24, 2025 to Nov 7, 2025 · Tucson, Az
L••• independent RIA
Jun 16, 2025 to Aug 22, 2025 · Los Angeles, Ca
C••••••••• F•••••••• former
Oct 28, 2024 to Jul 25, 2025 · Scottsdale, Az
V••••••• A•••••••• I••• BD affiliated
Oct 19, 2022 to Sep 24, 2024 · Scottsdale, Az
J•••••• A••••••• G••••• L•• independent RIA
Jan 2, 2020 to Sep 12, 2022 · Temple, Tx
C•••••• I•••••• G•••• former
Sep 28, 2016 to Feb 3, 2020 · Temple, Tx
P•• M•••••• A•••••• S••••••••• I••• former
Jul 6, 2016 to Sep 1, 2016 · Temple, Tx

Moves

a registration end followed by a registration begin elsewhere

W••••••••• F•••••••• P••••••• to T••••••• I••••••••• M••••••••• I•••
left Nov 7, 2025, registered Dec 24, 2025 (47 days) · RIA to affiliated broker-dealer or bank
L••• to W••••••••• F•••••••• P•••••••
left Aug 22, 2025, registered Sep 24, 2025 (33 days) · RIA to RIA
C••••••••• F•••••••• to L•••
left Jul 25, 2025, registered Jun 16, 2025 (-39 days) · RIA to RIA · moved with a team
V••••••• A•••••••• I••• to C••••••••• F••••••••
left Sep 24, 2024, registered Oct 28, 2024 (34 days) · Affiliated broker-dealer or bank to independent RIA
J•••••• A••••••• G••••• L•• to V••••••• A•••••••• I•••
left Sep 12, 2022, registered Oct 19, 2022 (37 days) · RIA to affiliated broker-dealer or bank
C•••••• I•••••• G•••• to J•••••• A••••••• G••••• L••
left Feb 3, 2020, registered Jan 2, 2020 (-32 days) · RIA to RIA · moved with a team
P•• M•••••• A•••••• S••••••••• I••• to C•••••• I•••••• G••••
left Sep 1, 2016, registered Sep 28, 2016 (27 days) · Other

Signals

D•••••• K••• left W••••••••• F•••••••• P••••••• for T••••••• I••••••••• M••••••••• I••• (registered 2025-12-24)
Nov 7, 2025 · Advisor changed firm · fact
D•••••• K••• left Lido for W••••••••• F•••••••• P••••••• (registered 2025-09-24)
Aug 22, 2025 · Advisor changed firm · fact
D•••••• K••• left C••••••••• F•••••••• for Lido (registered 2025-06-16)
Jul 25, 2025 · Advisor changed firm · fact
D•••••• K••• left V••••••• A•••••••• I••• for C••••••••• F•••••••• (registered 2024-10-28)
Sep 24, 2024 · Advisor changed firm · fact
D•••••• K••• left J•••••• A••••••• G••••• L•• for V••••••• A•••••••• I••• (registered 2022-10-19)
Sep 12, 2022 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address