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
Darren Frederick Kalb
Certified Financial Planner
Feed of 09/15/2026
At current firm
8 y
since Nov 6, 2017
In the industry
18 y
since Sep 12, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creative Planning independent RIA currentsince Nov 6, 2017 · Overland Park, Ks
- Polaris Equity Management, Inc. formerFeb 28, 2014 to Jul 25, 2016 · San Rafael, Ca
- Polaris Wealth Advisory Group formerFeb 28, 2014 to Oct 25, 2017 · San Rafael, Ca
- Npb Financial Group, LLC formerJul 23, 2012 to Feb 18, 2014 · Asheville, Nc
Moves
a registration end followed by a registration begin elsewhere
- Polaris Wealth Advisory Group to Creative Planningleft Oct 25, 2017, registered Nov 6, 2017 (12 days) · Other
- Polaris Equity Management, Inc. to Polaris Wealth Advisory Groupleft Jul 25, 2016, registered Feb 28, 2014 (-878 days) · Other · moved with a team
- Npb Financial Group, LLC to Polaris Equity Management, Inc.left Feb 18, 2014, registered Feb 28, 2014 (10 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address