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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T•••• L• K••••••••

E••••• J••••national BDSouthlake, Txdual registrantIAPD 5421257

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Taryn Kesterson

At current firm

2 y

since Jun 7, 2024

In the industry

18 y

since Nov 21, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since Jun 7, 2024 · Southlake, Tx
T• A••••••••• I••• former
Aug 4, 2021 to Oct 14, 2022 · Omaha, Ne
C•••••• S••••• • C••• I••• national BD
Feb 3, 2020 to Jun 20, 2024 · Westlake, Tx
B••• S••••••••• L•• former
Dec 6, 2017 to Dec 23, 2019 · Dallas, Tx
F•••• A••••• A••••••• S•••••••• I••• former
Feb 5, 2016 to Dec 4, 2017 · Bloomfield Hills, Mi

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T• A••••••••• I•••
left Jun 20, 2024, registered Aug 4, 2021 (-1051 days) · Other
T• A••••••••• I••• to E••••• J••••
left Oct 14, 2022, registered Jun 7, 2024 (602 days) · Other · moved with a team
B••• S••••••••• L•• to C•••••• S••••• • C••• I•••
left Dec 23, 2019, registered Feb 3, 2020 (42 days) · Affiliated broker-dealer or bank to another
F•••• A••••• A••••••• S•••••••• I••• to B••• S••••••••• L••
left Dec 4, 2017, registered Dec 6, 2017 (2 days) · Other

Signals

T•••• L• K•••••••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••• (registered 2021-08-04)
Jun 20, 2024 · Advisor changed firm · fact
T•••• L• K•••••••• left T• A••••••••• I••• for E••••• J•••• (registered 2024-06-07)
Oct 14, 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: National broker-dealer RIAderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address