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.

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Registered advisor

J•••• K••••• S••••••

H••••••••• F•••••••• A•••••••BD affiliatedCharlotte, Ncdual registrantIAPD 4897438

Feed of 09/14/2026

Also filed as Kelvin Stroupe

At current firm

1 y

since Jul 21, 2025

In the industry

17 y

since Jun 17, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

H••••••••• F•••••••• A••••••• BD affiliated current
since Jul 21, 2025 · Charlotte, Nc
T••••• A••••••• S•••••••• I••• BD affiliated
Nov 17, 2020 to Jan 24, 2025 · Cincinnati, Oh
B••• S••••••••• L•• former
Jan 2, 2018 to Feb 17, 2021 · Crestview Hills, Ky
B••• I••••••••• S•••••••• I••• former
Jun 22, 2009 to Jan 2, 2018 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to H••••••••• F•••••••• A•••••••
left Jan 24, 2025, registered Jul 21, 2025 (178 days) · Affiliated broker-dealer or bank to another
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Feb 17, 2021, registered Nov 17, 2020 (-92 days) · corporate re-registration, not a move
B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move

Signals

J•••• K••••• S•••••• left T••••• A••••••• S•••••••• I••• for H••••••••• F•••••••• A••••••• (registered 2025-07-21)
Jan 24, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address