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
Kyle Jensen Kirwan
Feed of 09/15/2026
At current firm
5 y
since Aug 11, 2021
In the industry
29 y
since Feb 1, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Independent Financial Group, LLC BD affiliated currentsince Aug 11, 2021 · Las Vegas, Nv
- Kalos Management formerSep 22, 2015 to Aug 2, 2021 · Ponte Vedra Beach, Fl
- First Heartland Consultants, Inc. BD affiliatedJan 10, 2013 to Sep 14, 2015 · Henderson, Nv
- Silver Oak Securities, Inc. BD affiliatedFeb 27, 2012 to Jan 4, 2013 · Henderson, Nv
- Global Financial Private Capital, Inc. formerAug 5, 2010 to Jun 19, 2012 · Henderson, Nv
Moves
a registration end followed by a registration begin elsewhere
- Kalos Management to Independent Financial Group, LLCleft Aug 2, 2021, registered Aug 11, 2021 (9 days) · Affiliated broker-dealer or bank to another
- First Heartland Consultants, Inc. to Kalos Managementleft Sep 14, 2015, registered Sep 22, 2015 (8 days) · Other
- Silver Oak Securities, Inc. to First Heartland Consultants, Inc.left Jan 4, 2013, registered Jan 10, 2013 (6 days) · Other
- Global Financial Private Capital, Inc. to Silver Oak Securities, Inc.left Jun 19, 2012, registered Feb 27, 2012 (-113 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address