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
Kristina Adelaide Palangi
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Kristina A Palangi
At current firm
1 y
since Feb 26, 2025
In the industry
18 y
since Apr 7, 2008 (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
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
- Davenport & Company LLC BD affiliated currentsince Feb 26, 2025 · Richmond, Va
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Feb 21, 2025 · Birmingham, Al
- Bb&T Securities, LLC formerApr 5, 2019 to Feb 17, 2021 · Birmingham, Al
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 6, 2015 to Apr 8, 2019 · Birmingham, Al
- Sterne Agee Asset Management, Inc. formerMay 13, 2014 to Jul 13, 2015 · Birmingham, Al
- Morgan Stanley wirehouseSep 21, 2012 to Dec 17, 2013 · Bethesda, Md
- Hightower Advisors, LLC BD affiliatedSep 16, 2011 to Jul 23, 2012 · Bethesda, Md
- UBS Financial Services Inc. wirehouseSep 9, 2010 to Sep 27, 2011 · Bethesda, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 9, 2008 to May 28, 2008 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to Davenport & Company LLCleft Feb 21, 2025, registered Feb 26, 2025 (5 days) · Affiliated broker-dealer or bank to another
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bb&T Securities, LLCleft Apr 8, 2019, registered Apr 5, 2019 (-3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Sterne Agee Asset Management, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 13, 2015, registered Aug 6, 2015 (24 days) · Other
- Morgan Stanley to Sterne Agee Asset Management, Inc.left Dec 17, 2013, registered May 13, 2014 (147 days) · Other
- Hightower Advisors, LLC to Morgan Stanleyleft Jul 23, 2012, registered Sep 21, 2012 (60 days) · Other
- UBS Financial Services Inc. to Hightower Advisors, LLCleft Sep 27, 2011, registered Sep 16, 2011 (-11 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left May 28, 2008, registered Sep 9, 2010 (834 days) · Wirehouse to wirehouse
Signals
- Kristina Adelaide Palangi left Truist Advisory Services, Inc. for Davenport & Company Llc (registered 2025-02-26)Feb 21, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address