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 Lee Mccurdy
Feed of 09/14/2026
At current firm
9 y
since Nov 18, 2016
In the industry
24 y
since Oct 4, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sanctuary Advisors, LLC BD affiliated currentsince Nov 18, 2016 · Indianapolis, In
- Wells Fargo Advisors wirehouseApr 16, 2008 to Nov 25, 2016 · Indianapolis, In
- Keybanc Capital Markets Inc. unclassifiedNov 7, 2002 to Feb 15, 2007 · Indianapolis, In
- Hufford Financial Advisors, LLC unclassifiedOct 12, 2001 to Oct 29, 2002 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Sanctuary Advisors, LLCleft Nov 25, 2016, registered Nov 18, 2016 (-7 days) · Other · moved with a team
- Keybanc Capital Markets Inc. to Wells Fargo Advisorsleft Feb 15, 2007, registered Apr 16, 2008 (426 days) · Other
- Hufford Financial Advisors, LLC to Keybanc Capital Markets Inc.left Oct 29, 2002, registered Nov 7, 2002 (9 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
- 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