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
Yolla S. Kairouz
Feed of 09/14/2026
Also filed as Yolanda Seoud Kairouz
At current firm
0 y
since Sep 4, 2026
In the industry
18 y
since May 1, 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
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kairos Family Wealth LLC state registered currentsince Sep 4, 2026 · Los Angeles, Ca
- J.P. Morgan Securities LLC wirehouseMar 27, 2024 to Aug 24, 2026 · Los Angeles, Ca
- Wells Fargo Advisors wirehouseJan 3, 2011 to Mar 11, 2020 · Los Angeles, Ca
- Wells Fargo Investments, LLC unclassifiedAug 13, 2010 to Jan 3, 2011 · Los Angeles, Ca
- Wells Fargo Advisors wirehouseJul 7, 2010 to Aug 13, 2010 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Kairos Family Wealth LLCleft Aug 24, 2026, registered Sep 4, 2026 (11 days) · Wirehouse to a state-registered adviser
- Wells Fargo Advisors to J.P. Morgan Securities LLCleft Mar 11, 2020, registered Mar 27, 2024 (1477 days) · Wirehouse to wirehouse
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Wells Fargo Investments, LLCleft Aug 13, 2010, registered Aug 13, 2010 (0 days) · Other
Signals
- Yolla S. Kairouz left J.P. Morgan Securities Llc for Kairos Family Wealth Llc (registered 2026-09-04)Aug 24, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address