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
Kyle L Walker
Feed of 09/14/2026
Also filed as Kyle Walker
At current firm
6 y
since Oct 18, 2019
In the industry
16 y
since Oct 5, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
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
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 18, 2019 · Greenville, Sc
- J.J.B. Hilliard, W.L. Lyons, LLC formerMay 21, 2018 to Oct 18, 2019 · Greenville, Sc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 12, 2014 to May 24, 2018 · Greenville, Sc
- Wells Fargo Advisors wirehouseAug 18, 2011 to Oct 27, 2014 · Greenville, Sc
- 1st Global Advisors Inc formerOct 8, 2009 to Aug 12, 2011 · Spartanburg, Sc
Moves
a registration end followed by a registration begin elsewhere
- J.J.B. Hilliard, W.L. Lyons, LLC to Robert W. Baird & Co. Incorporatedleft Oct 18, 2019, registered Oct 18, 2019 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.J.B. Hilliard, W.L. Lyons, LLCleft May 24, 2018, registered May 21, 2018 (-3 days) · Wirehouse to independent RIA
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 27, 2014, registered Nov 12, 2014 (16 days) · Wirehouse to wirehouse
- 1st Global Advisors Inc to Wells Fargo Advisorsleft Aug 12, 2011, registered Aug 18, 2011 (6 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address