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 Todd Canterbury
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Kevin T Canterbury
At current firm
5 y
since Nov 12, 2020
In the industry
21 y
since May 3, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
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
- Advisory Solutions Group independent RIA currentsince Sep 9, 2026 · Scottsdale, Az
- Cs Planning Corp independent RIA currentsince Nov 12, 2020 · Scottsdale, Az
- Realta Investment Advisors, Inc BD affiliatedDec 21, 2012 to Aug 27, 2020 · Wilmington, De
- Interwealth Management, LLC independent RIAMay 6, 2011 to Sep 27, 2012 · Scottsdale, Az
- Rich Goldman Asset Mgmt, LLC formerMay 6, 2010 to Apr 8, 2011 · Phoenix, Az
- Northwestern Mutual Investment Services,LLC no RAUMSep 18, 2009 to Dec 16, 2009 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Realta Investment Advisors, Inc to Cs Planning Corpleft Aug 27, 2020, registered Nov 12, 2020 (77 days) · Affiliated broker-dealer or bank to independent RIA
- Interwealth Management, LLC to Realta Investment Advisors, Incleft Sep 27, 2012, registered Dec 21, 2012 (85 days) · Other
- Rich Goldman Asset Mgmt, LLC to Interwealth Management, LLCleft Apr 8, 2011, registered May 6, 2011 (28 days) · Other
- Northwestern Mutual Investment Services,LLC to Rich Goldman Asset Mgmt, LLCleft Dec 16, 2009, registered May 6, 2010 (141 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address