DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
K•••••• M• S•••••••
Feed of 09/14/2026
Also filed as Krystle Marie O'Brien
At current firm
0 y
since Oct 8, 2025
In the industry
13 y
since Feb 1, 2013 (earliest exam, job or registration)
Prior registered firms
5
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
- C••••••• P••••••• independent RIA currentsince Oct 8, 2025 · Reno, Nv
- J••• M••••• S••••••••• L•• wirehouseAug 12, 2025 to Sep 19, 2025 · Reno, Nv
- J••• M••••• S••••••••• L•• wirehouseNov 15, 2022 to Jan 2, 2025 · South Lake Tahoe, Ca
- C•••••• S••••• • C••• I••• national BDOct 4, 2018 to Aug 12, 2022 · Reno, Nv
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Sep 14, 2018 · Boston, Ma
- S•••••••• A••••••• L•• national BDMar 25, 2015 to Jul 13, 2018 · Reno, Nv
Moves
a registration end followed by a registration begin elsewhere
- J••• M••••• S••••••••• L•• to C••••••• P•••••••left Sep 19, 2025, registered Oct 8, 2025 (19 days) · Wirehouse to independent RIA
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Aug 12, 2022, registered Nov 15, 2022 (95 days) · Affiliated broker-dealer or bank to wirehouse
- F••••••• P••••••• A•• W•••••••• A••••••• to C•••••• S••••• • C••• I•••left Sep 14, 2018, registered Oct 4, 2018 (20 days) · Affiliated broker-dealer or bank to another · moved with a team
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- K•••••• M• S••••••• left J••• M••••• S••••••••• L•• for C••••••• P••••••• (registered 2025-10-08)Sep 19, 2025 · Advisor changed firm · fact
- K•••••• M• S••••••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2022-11-15)Aug 12, 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address