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 Michael Burke
Feed of 09/14/2026
At current firm
5 y
since Apr 8, 2021
In the industry
24 y
since Mar 21, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Guggenheim Investments asset manager currentsince Apr 8, 2021 · Chicago, Il
- Conifer Bay Capital LLC state registeredDec 14, 2020 to Mar 12, 2021 · Elmhurst, Il
- Credit Suisse Securities (USA) LLC formerAug 1, 2002 to Feb 25, 2005 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Conifer Bay Capital LLC to Guggenheim Investmentsleft Mar 12, 2021, registered Apr 8, 2021 (27 days) · Other
- Credit Suisse Securities (USA) LLC to Conifer Bay Capital LLCleft Feb 25, 2005, registered Dec 14, 2020 (5771 days) · Other
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address