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
Kristen Kay Beckstead
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Kristen Kay Gunderson
At current firm
0 y
since Oct 17, 2025
In the industry
20 y
since Aug 16, 2006 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Oct 17, 2025 · Nashville, Tn
- First Tennessee Advisory Services, Inc. formerJul 12, 2012 to Oct 10, 2013 · Memphis, Tn
- First Horizon Advisors, Inc formerOct 19, 2006 to Sep 30, 2025 · Nashville, Tn
- Ameriprise Financial Services, LLC national BDAug 18, 2006 to Sep 28, 2006 · Franklin, Tn
Moves
a registration end followed by a registration begin elsewhere
- First Horizon Advisors, Inc to First Tennessee Advisory Services, Inc.left Sep 30, 2025, registered Jul 12, 2012 (-4828 days) · Other · moved with a team
- First Tennessee Advisory Services, Inc. to LPL Financial LLCleft Oct 10, 2013, registered Oct 17, 2025 (4390 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to First Horizon Advisors, Incleft Sep 28, 2006, registered Oct 19, 2006 (21 days) · Other
Signals
- Kristen Kay Beckstead left First Horizon Advisors, Inc for First Tennessee Advisory Services, Inc. (registered 2012-07-12)Sep 30, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address