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

David Kemmerer

Rfg Advisory, LLCindependent RIAVestavia Hills, Al dual registrantIAPD 4361181

Feed of 09/15/2026

Also filed as David Kehler Kemmerer

At current firm

0 y

since Dec 2, 2025

In the industry

22 y

since Oct 29, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rfg Advisory, LLC independent RIA current
since Dec 2, 2025 · Medfield, Ma
Commonwealth Financial Network national BD
Jan 30, 2020 to Dec 1, 2025 · Waltham, Ma
Bluebird Wealth Management LLC independent RIA
Jun 18, 2019 to Dec 31, 2019 · Medfield, Ma
Mfs Institutional Advisors Inc. other
Apr 21, 2010 to Nov 9, 2018 · Boston, Ma
Chase Investment Services Corp. former
Jan 6, 2010 to Mar 17, 2010 · Greenwich, Ct
Natixis Advisors, LLC BD affiliated
Oct 18, 2007 to Nov 3, 2009 · Boston, Ma
Bofa Advisors, LLC former
May 6, 2005 to Sep 5, 2007 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Rfg Advisory, LLC
left Dec 1, 2025, registered Dec 2, 2025 (1 days) · Affiliated broker-dealer or bank to independent RIA
Bluebird Wealth Management LLC to Commonwealth Financial Network
left Dec 31, 2019, registered Jan 30, 2020 (30 days) · RIA to affiliated broker-dealer or bank
Mfs Institutional Advisors Inc. to Bluebird Wealth Management LLC
left Nov 9, 2018, registered Jun 18, 2019 (221 days) · Other
Chase Investment Services Corp. to Mfs Institutional Advisors Inc.
left Mar 17, 2010, registered Apr 21, 2010 (35 days) · Other
Natixis Advisors, LLC to Chase Investment Services Corp.
left Nov 3, 2009, registered Jan 6, 2010 (64 days) · Other
Bofa Advisors, LLC to Natixis Advisors, LLC
left Sep 5, 2007, registered Oct 18, 2007 (43 days) · Other

Signals

David Kemmerer left Commonwealth Financial Network for Rfg Advisory, Llc (registered 2025-12-02)
Dec 1, 2025 · 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address