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

Kurt Ryan Wright

UBS Financial Services Inc.wirehouseRockland, Ma dual registrantIAPD 5192200

Feed of 09/15/2026

Also filed as Kurt R Wright

At current firm

0 y

since Jun 26, 2026

In the industry

19 y

since Oct 23, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

UBS Financial Services Inc. wirehouse current
since Jun 26, 2026 · Rockland, Ma
Wells Fargo Advisors wirehouse
Sep 7, 2012 to Jul 6, 2026 · Norwell, Ma
UBS Financial Services Inc. wirehouse
Aug 24, 2011 to Sep 17, 2012 · Rockland, Ma
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Sep 9, 2008 · Hyannis, Ma
Morgan Stanley Dw Inc. unclassified
Oct 24, 2006 to Apr 2, 2007 · Hyannis, Ma

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to UBS Financial Services Inc.
left Jul 6, 2026, registered Jun 26, 2026 (-10 days) · Wirehouse to wirehouse
UBS Financial Services Inc. to Wells Fargo Advisors
left Sep 17, 2012, registered Sep 7, 2012 (-10 days) · Wirehouse to wirehouse
Morgan Stanley & Co. LLC to UBS Financial Services Inc.
left Sep 9, 2008, registered Aug 24, 2011 (1079 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Kurt Ryan Wright left Wells Fargo Advisors for Ubs Financial Services Inc. (registered 2026-06-26)
Jul 6, 2026 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address