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

Kevin Clinton Loyd

LPL Financial LLCBD affiliatedTown And Country, Modual registrantIAPD 4447419

Feed of 09/14/2026

At current firm

3 y

since Jul 19, 2023

In the industry

24 y

since Jul 6, 2002 (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

LPL Financial LLC BD affiliated current
since Jul 19, 2023 · Town And Country, Mo
Cetera Investment Advisers LLC BD affiliated
Nov 12, 2020 to Jun 22, 2023 · Town And Country, Mo
First Allied Advisory Services, Inc. former
Dec 19, 2013 to Nov 12, 2020 · Town And Country, Mo
Barber Financial Group former
Jun 10, 2013 to Jan 24, 2014 · Lenexa, Ks
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Oct 30, 2007 to Dec 17, 2013 · St. Albans Rd, Mo
American General Securities Incorporated unclassified
May 1, 2006 to Oct 30, 2007 · St Albans, Mo

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to LPL Financial LLC
left Jun 22, 2023, registered Jul 19, 2023 (27 days) · Affiliated broker-dealer or bank to another · moved with a team
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
Barber Financial Group to First Allied Advisory Services, Inc.
left Jan 24, 2014, registered Dec 19, 2013 (-36 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Barber Financial Group
left Dec 17, 2013, registered Jun 10, 2013 (-190 days) · Other
American General Securities Incorporated to National Planning Corporation ("Npc Of America" In Fl & Ny)
left Oct 30, 2007, registered Oct 30, 2007 (0 days) · Other

Signals

Kevin Clinton Loyd left Cetera Investment Advisers Llc for Lpl Financial Llc (registered 2023-07-19)
Jun 22, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address