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Registered advisor
K••••••• D•••• T•••••
Feed of 09/14/2026
Also filed as Kristi Diane Toland
At current firm
3 y
since Aug 28, 2023
In the industry
17 y
since Dec 4, 2008 (earliest exam, job or registration)
Prior registered firms
3
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
- A••••••••• I••• BD affiliated currentsince Aug 28, 2023 · Concord, Ca
- S•••••••• F••••••••• I••• formerMar 27, 2019 to Jul 9, 2021 · Scottsdale, Az
- C••••• A•••••• N••••••• L•• formerMar 3, 2015 to Jan 23, 2019 · Chandler, Az
- E••••• J•••• national BDDec 17, 2008 to Dec 26, 2014 · Tempe, Az
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• F••••••••• I••• to A••••••••• I•••left Jul 9, 2021, registered Aug 28, 2023 (780 days) · Affiliated broker-dealer or bank to another
- C••••• A•••••• N••••••• L•• to S•••••••• F••••••••• I•••left Jan 23, 2019, registered Mar 27, 2019 (63 days) · Affiliated broker-dealer or bank to another
- E••••• J•••• to C••••• A•••••• N••••••• L••left Dec 26, 2014, registered Mar 3, 2015 (67 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address