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 Brian Doyle

LPL Financial LLCBD affiliatedAshland, Va dual registrantIAPD 4588230

Feed of 09/15/2026

At current firm

1 y

since Sep 9, 2025

In the industry

23 y

since Nov 15, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, 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 Sep 9, 2025 · Williamsburg, Va
Osaic Institutions, Inc. BD affiliated
Feb 28, 2020 to Sep 5, 2025 · Ashland, Va
Capitol Securities Management, Inc. independent RIA
Aug 21, 2017 to Mar 2, 2020 · Glen Allen, Va
Truist Advisory Services, Inc. BD affiliated
Sep 27, 2016 to Aug 3, 2017 · Fredericksburg, Va
Suntrust Investment Services, Inc. former
Apr 7, 2008 to Dec 31, 2016 · Fredericksburg, Va

Moves

a registration end followed by a registration begin elsewhere

Osaic Institutions, Inc. to LPL Financial LLC
left Sep 5, 2025, registered Sep 9, 2025 (4 days) · Affiliated broker-dealer or bank to another · moved with a team
Capitol Securities Management, Inc. to Osaic Institutions, Inc.
left Mar 2, 2020, registered Feb 28, 2020 (-3 days) · RIA to affiliated broker-dealer or bank
Truist Advisory Services, Inc. to Capitol Securities Management, Inc.
left Aug 3, 2017, registered Aug 21, 2017 (18 days) · Other
Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.
left Dec 31, 2016, registered Sep 27, 2016 (-95 days) · corporate re-registration, not a move

Signals

Kevin Brian Doyle left Osaic Institutions, Inc. for Lpl Financial Llc (registered 2025-09-09)
Sep 5, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address