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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••••• M••••

S•••••• P••••••• I••••••••• A•••••••• L••BD affiliatedStamford, Ct dual registrantIAPD 4640237

Certified Financial Planner

Feed of 09/15/2026

Also filed as Travis Kyle Munro

At current firm

0 y

since Feb 18, 2026

In the industry

23 y

since Apr 22, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated current
since Feb 18, 2026 · Stamford, Ct
M••••••• I••••••••• N•••••• I••• BD affiliated
Aug 23, 2024 to Feb 17, 2026 · Humble, Tx
C•••••• A••••••• BD affiliated
Apr 3, 2014 to Aug 23, 2024 · Humble, Tx
L•••••• I••••••••• i••••••••• wealth
Aug 2, 2010 to Aug 23, 2024 · Farmington Hills, Mi
G•••• A••••••• A•••••••• I••• former
Aug 16, 2006 to Aug 2, 2010 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

M••••••• I••••••••• N•••••• I••• to S•••••• P••••••• I••••••••• A•••••••• L••
left Feb 17, 2026, registered Feb 18, 2026 (1 days) · Affiliated broker-dealer or bank to another
C•••••• A••••••• to M••••••• I••••••••• N•••••• I•••
left Aug 23, 2024, registered Aug 23, 2024 (0 days) · Affiliated broker-dealer or bank to another
L•••••• I••••••••• to C•••••• A•••••••
left Aug 23, 2024, registered Apr 3, 2014 (-3795 days) · Other · moved with a team
G•••• A••••••• A•••••••• I••• to L•••••• I•••••••••
left Aug 2, 2010, registered Aug 2, 2010 (0 days) · corporate re-registration, not a move

Signals

T••••• M•••• left M••••••• I••••••••• N•••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2026-02-18)
Feb 17, 2026 · Advisor changed firm · fact
T••••• M•••• left C•••••• A••••••• for M••••••• I••••••••• N•••••• I••• (registered 2024-08-23)
Aug 23, 2024 · Advisor changed firm · fact
T••••• M•••• left L•••••• I••••••••• for C•••••• A••••••• (registered 2014-04-03)
Aug 23, 2024 · 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