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
Travis Robert Kruse
Feed of 09/14/2026
Also filed as Travis Robert Kruse
At current firm
1 y
since Mar 31, 2025
In the industry
23 y
since Aug 28, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Hillsborough, Nc
- Fidelity Personal And Workplace Advisors formerOct 21, 2021 to Mar 31, 2025 · Durham, Nc
- Credit Suisse Securities (USA) LLC formerMar 29, 2007 to Sep 17, 2021 · Research Triangle Park, Nc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 3, 2005 to May 12, 2005 · Raleigh, Nc
- Suntrust Investment Services, Inc. formerJan 3, 2005 to Feb 15, 2005 · Durham, Nc
- Ncf Financial Services, Inc. unclassifiedJul 14, 2004 to Jan 3, 2005 · Durham, Nc
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Credit Suisse Securities (USA) LLC to Fidelity Personal And Workplace Advisorsleft Sep 17, 2021, registered Oct 21, 2021 (34 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Suisse Securities (USA) LLCleft May 12, 2005, registered Mar 29, 2007 (686 days) · Other
- Suntrust Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 15, 2005, registered Mar 3, 2005 (16 days) · Other
- Ncf Financial Services, Inc. to Suntrust Investment Services, Inc.left Jan 3, 2005, registered Jan 3, 2005 (0 days) · corporate re-registration, not a move
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
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address