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
Bryan Paul Kucholtz
Feed of 09/14/2026
At current firm
4 y
since Jul 4, 2022
In the industry
25 y
since Aug 31, 2001 (earliest exam, job or registration)
Prior registered firms
6
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
- Texas Capital Bank Private Wealth Advisors independent RIA currentsince Jul 4, 2022 · Dallas, Tx
- Pnc Wealth Management BD affiliatedAug 23, 2021 to Jun 17, 2022 · Farmers Branch, Tx
- Pnc Managed Account Solutions, Inc. formerFeb 22, 2016 to Aug 23, 2021 · Austin, Tx
- LPL Financial LLC BD affiliatedAug 13, 2015 to Feb 5, 2016 · Frisco, Tx
- Comerica Securities formerMar 10, 2005 to Dec 26, 2014 · Costa Mesa, Ca
- Chase Investment Services Corp. formerAug 12, 2004 to Mar 22, 2005 · Dallas, Tx
- Banc One Securities Corporation unclassifiedApr 2, 2003 to Mar 22, 2005 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Texas Capital Bank Private Wealth Advisorsleft Jun 17, 2022, registered Jul 4, 2022 (17 days) · Affiliated broker-dealer or bank to independent RIA
- Pnc Managed Account Solutions, Inc. to Pnc Wealth Managementleft Aug 23, 2021, registered Aug 23, 2021 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Pnc Managed Account Solutions, Inc.left Feb 5, 2016, registered Feb 22, 2016 (17 days) · Other
- Comerica Securities to LPL Financial LLCleft Dec 26, 2014, registered Aug 13, 2015 (230 days) · Other
- Banc One Securities Corporation to Chase Investment Services Corp.left Mar 22, 2005, registered Aug 12, 2004 (-222 days) · Other
- Chase Investment Services Corp. to Comerica Securitiesleft Mar 22, 2005, registered Mar 10, 2005 (-12 days) · Other
Signals
- Bryan Paul Kucholtz left Pnc Wealth Management for Texas Capital Bank Private Wealth Advisors (registered 2022-07-04)Jun 17, 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address