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 M Churchill
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
5 y
since Nov 2, 2020
In the industry
20 y
since Mar 10, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
2
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Forefront independent RIA currentsince Nov 18, 2024 · Austin, Tx
- Waterrock Global Asset Management state registered currentsince Nov 2, 2020 · Bellevue, Wa
- Sunflower Wealth Advisors LLC formerApr 27, 2021 to Aug 27, 2021 · Scottsdale, Az
- Ashton Thomas Private Wealth independent RIAJun 3, 2020 to Nov 11, 2020 · Scottsdale, Az
- Trajan Wealth, L.L.C. independent RIAJul 12, 2017 to Feb 17, 2020 · Scottsdale, Az
- Foundations Investment Advisors LLC independent RIAJul 12, 2017 to Mar 15, 2018 · Phoenix, Az
- Coldstream Wealth Management formerMar 10, 2006 to Jan 4, 2010 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Sunflower Wealth Advisors LLC to Forefrontleft Aug 27, 2021, registered Nov 18, 2024 (1179 days) · Other
- Ashton Thomas Private Wealth to Waterrock Global Asset Managementleft Nov 11, 2020, registered Nov 2, 2020 (-9 days) · RIA to a state-registered adviser
- Trajan Wealth, L.L.C. to Ashton Thomas Private Wealthleft Feb 17, 2020, registered Jun 3, 2020 (107 days) · RIA to RIA
- Foundations Investment Advisors LLC to Trajan Wealth, L.L.C.left Mar 15, 2018, registered Jul 12, 2017 (-246 days) · Other
- Coldstream Wealth Management to Foundations Investment Advisors LLCleft Jan 4, 2010, registered Jul 12, 2017 (2746 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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address