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.
Feed of 09/14/2026
Also filed as Kyle Merk
At current firm
2 y
since Jan 16, 2024
In the industry
20 y
since Oct 20, 2005 (earliest exam, job or registration)
Prior registered firms
6
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Jan 16, 2024 · Cincinnati, Oh
- Touchstone Advisors Inc asset managerAug 16, 2019 to Jan 5, 2024 · Cincinnati, Oh
- Invest Financial Corporation formerMar 12, 2015 to Dec 1, 2017 · Cincinnati, Oh
- Strategic Advisers LLC national BDNov 9, 2010 to Mar 12, 2015 · Covington, Ky
- Natcity Investments, Inc. unclassifiedJan 20, 2009 to Jun 24, 2009 · Cincinnati, Oh
- Zacks Investment Management, Inc. mixed wealthJul 18, 2008 to Sep 24, 2008 · Chicago, Il
- Strategic Advisers LLC national BDOct 11, 2007 to Jul 24, 2008 · Orland Park, Il
Moves
a registration end followed by a registration begin elsewhere
- Touchstone Advisors Inc to Morgan Stanleyleft Jan 5, 2024, registered Jan 16, 2024 (11 days) · Other
- Invest Financial Corporation to Touchstone Advisors Incleft Dec 1, 2017, registered Aug 16, 2019 (623 days) · Other
- Strategic Advisers LLC to Invest Financial Corporationleft Mar 12, 2015, registered Mar 12, 2015 (0 days) · Other
- Natcity Investments, Inc. to Strategic Advisers LLCleft Jun 24, 2009, registered Nov 9, 2010 (503 days) · Other
- Zacks Investment Management, Inc. to Natcity Investments, Inc.left Sep 24, 2008, registered Jan 20, 2009 (118 days) · Other
- Strategic Advisers LLC to Zacks Investment Management, Inc.left Jul 24, 2008, registered Jul 18, 2008 (-6 days) · Other
Signals
- Kyle Eric Merk left Touchstone Advisors Inc for Morgan Stanley (registered 2024-01-16)Jan 5, 2024 · 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
- Wirehousederived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address