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
Cheryl Lynn Kimmel
Feed of 09/14/2026
Also filed as Cheryl Lynn Alexander
At current firm
0 y
since Apr 9, 2026
In the industry
19 y
since Nov 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- State Farm Investment Management Corp. asset manager currentsince Apr 9, 2026 · Grapevine, Tx
- Empower Advisory Group, LLC BD affiliatedDec 6, 2024 to Sep 16, 2025 · Greenwood Village, Co
- Charles Schwab & Co., Inc. national BDDec 3, 2020 to Aug 6, 2024 · Westlake, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Sep 17, 2020 · Boston, Ma
- Strategic Advisers LLC national BDDec 9, 2009 to Jul 13, 2018 · Cary, Nc
Moves
a registration end followed by a registration begin elsewhere
- Empower Advisory Group, LLC to State Farm Investment Management Corp.left Sep 16, 2025, registered Apr 9, 2026 (205 days) · Other
- Charles Schwab & Co., Inc. to Empower Advisory Group, LLCleft Aug 6, 2024, registered Dec 6, 2024 (122 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Charles Schwab & Co., Inc.left Sep 17, 2020, registered Dec 3, 2020 (77 days) · Affiliated broker-dealer or bank to another · moved with a team
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- Cheryl Lynn Kimmel left Empower Advisory Group, Llc for State Farm Investment Management Corp. (registered 2026-04-09)Sep 16, 2025 · Advisor changed firm · fact
- Cheryl Lynn Kimmel left Charles Schwab & Co., Inc. for Empower Advisory Group, Llc (registered 2024-12-06)Aug 6, 2024 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address