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
Kevin Earl Skaltsis
Certified Financial Planner
Feed of 09/15/2026
Also filed as Kevin E Skaltsis
At current firm
9 y
since Jun 21, 2017
In the industry
18 y
since Jun 9, 2008 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Foundations Investment Advisors LLC independent RIA currentsince Jun 21, 2017 · Phoenix, Az
- Gwn Securities Inc. BD affiliatedMar 24, 2016 to May 30, 2017 · Warwick, Ri
- Foresters Equity Services, Inc. formerMay 12, 2014 to Mar 23, 2016 · Warwick, Ri
- Southeast Investments, N.C., Inc. state registeredMar 27, 2012 to Sep 4, 2012 · Warwick, Ri
- Msi Financial Services, Inc. formerSep 16, 2008 to Mar 15, 2012 · Warwick, Ri
Moves
a registration end followed by a registration begin elsewhere
- Gwn Securities Inc. to Foundations Investment Advisors LLCleft May 30, 2017, registered Jun 21, 2017 (22 days) · Other
- Foresters Equity Services, Inc. to Gwn Securities Inc.left Mar 23, 2016, registered Mar 24, 2016 (1 days) · Other
- Southeast Investments, N.C., Inc. to Foresters Equity Services, Inc.left Sep 4, 2012, registered May 12, 2014 (615 days) · Other
- Msi Financial Services, Inc. to Southeast Investments, N.C., Inc.left Mar 15, 2012, registered Mar 27, 2012 (12 days) · Other
Signals
No dated event on this person.
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address