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

P••••• B••••••• K•••

N•••••• G•••• C••••••••• L••institutionalLake Mary, Fldual registrantIAPD 4918953

Feed of 09/14/2026

Also filed as Brad Kidd

At current firm

3 y

since Nov 8, 2022

In the industry

21 y

since Mar 15, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N•••••• G•••• C••••••••• L•• institutional current
since Nov 8, 2022 · Lake Mary, Fl
C•••••••• L•• other
Nov 12, 2020 to Nov 1, 2022 · Lake Mary, Fl
N•••••• G•••• C••••••••• L•• institutional
Apr 17, 2017 to Jun 30, 2020 · Lake Mary, Fl
N•••••• G•••• S••••••••• I••• former
Jun 16, 2011 to Dec 21, 2017 · Lake Mary, Fl
C•••• I••••••••• S••••••••• I••• unclassified
Sep 22, 2010 to Apr 4, 2011 · Dallas, Tx
R•••••• J•••• • A••••••••• I••• national BD
Jan 30, 2006 to May 1, 2006 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••••• L•• to N•••••• G•••• C••••••••• L••
left Nov 1, 2022, registered Nov 8, 2022 (7 days) · Other
N•••••• G•••• C••••••••• L•• to C•••••••• L••
left Jun 30, 2020, registered Nov 12, 2020 (135 days) · Other
N•••••• G•••• S••••••••• I••• to N•••••• G•••• C••••••••• L••
left Dec 21, 2017, registered Apr 17, 2017 (-248 days) · channel change inside one enterprise, not a move · moved with a team
C•••• I••••••••• S••••••••• I••• to N•••••• G•••• S••••••••• I•••
left Apr 4, 2011, registered Jun 16, 2011 (73 days) · Other
R•••••• J•••• • A••••••••• I••• to C•••• I••••••••• S••••••••• I•••
left May 1, 2006, registered Sep 22, 2010 (1605 days) · Other

Signals

Philip Bradford Kidd left Capacuity Llc for Newport Group Consulting, Llc (registered 2022-11-08)
Nov 1, 2022 · 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: Institutional managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address