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
Kamron Nahavandi
Feed of 09/15/2026
At current firm
1 y
since Apr 14, 2025
In the industry
20 y
since Jan 1, 2006 (earliest exam, job or registration)
Prior registered firms
8
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
4
dated events on this person
Registration history
IAPD current and previous registrations
- Money Concepts Advisory Service BD affiliated currentsince Apr 14, 2025 · Palm Beach Gardens, Fl
- MML Investors Services, LLC BD affiliatedMar 11, 2025 to Apr 7, 2025 · Aliso Viejo, Ca
- LPL Enterprise, LLC BD affiliatedNov 14, 2024 to Mar 25, 2025 · Orange, Ca
- Pruco Securities, LLC no RAUMJan 24, 2024 to Nov 14, 2024 · Orange, Ca
- Fit Strategic Advisors LLC unclassifiedApr 10, 2019 to Apr 15, 2024 · Placentia, Ca
- Crown Capital Securities, L.P. formerMay 21, 2018 to Oct 11, 2022 · Placentia, Ca
- Corecap Advisors BD affiliatedJul 21, 2017 to May 21, 2018 · Costa Mesa, Ca
- Sagepoint Financial, Inc. formerApr 4, 2014 to Oct 16, 2015 · Costa Mesa, Ca
- Ameriprise Financial Services, LLC national BDAug 5, 2013 to Feb 11, 2014 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Money Concepts Advisory Serviceleft Apr 7, 2025, registered Apr 14, 2025 (7 days) · Affiliated broker-dealer or bank to another
- LPL Enterprise, LLC to MML Investors Services, LLCleft Mar 25, 2025, registered Mar 11, 2025 (-14 days) · Other · moved with a team
- Pruco Securities, LLC to LPL Enterprise, LLCleft Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
- Fit Strategic Advisors LLC to Pruco Securities, LLCleft Apr 15, 2024, registered Jan 24, 2024 (-82 days) · Other
- Crown Capital Securities, L.P. to Fit Strategic Advisors LLCleft Oct 11, 2022, registered Apr 10, 2019 (-1280 days) · Other
- Corecap Advisors to Crown Capital Securities, L.P.left May 21, 2018, registered May 21, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Sagepoint Financial, Inc. to Corecap Advisorsleft Oct 16, 2015, registered Jul 21, 2017 (644 days) · Other
- Ameriprise Financial Services, LLC to Sagepoint Financial, Inc.left Feb 11, 2014, registered Apr 4, 2014 (52 days) · Other
Signals
- Kamron Nahavandi left Mml Investors Services, Llc for Money Concepts Advisory Service (registered 2025-04-14)Apr 7, 2025 · Advisor changed firm · fact
- Kamron Nahavandi left Lpl Enterprise, Llc for Mml Investors Services, Llc (registered 2025-03-11)Mar 25, 2025 · Advisor changed firm · fact
- Kamron Nahavandi left Fit Strategic Advisors Llc for Pruco Securities, Llc (registered 2024-01-24)Apr 15, 2024 · Advisor changed firm · fact
- Kamron Nahavandi left Crown Capital Securities, L.P. for Fit Strategic Advisors Llc (registered 2019-04-10)Oct 11, 2022 · 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