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.
Kirk Samuel Weldy
- Title
- Investment Adviser Representativereportedcigfinancialservices.comfirm site, Sep 15, 2026
- Business email
- kweldy@cigfinancialservices.comreportedcigfinancialservices.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 724 Capital, LLC independent RIA currentsince Jan 16, 2026 · Lansing, Mi
- Childs Investment Group, Inc state registered currentsince Jun 19, 2020 · Archbold, Oh
- 724 Capital, LLC independent RIAFeb 16, 2022 to Dec 31, 2025 · Archbold, Oh
- F3logic, LLC formerApr 27, 2020 to Apr 8, 2022 · Burnsville, Mn
- Concourse Financial Group Advisors formerApr 26, 2010 to May 15, 2020 · Archbold, Oh
- Edward Jones national BDJul 20, 2009 to Apr 19, 2010 · St Louis, Mo
- F3logic, LLC to Childs Investment Group, Incleft Apr 8, 2022, registered Jun 19, 2020 (-658 days) · RIA to a state-registered adviser
- Concourse Financial Group Advisors to F3logic, LLCleft May 15, 2020, registered Apr 27, 2020 (-18 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Concourse Financial Group Advisorsleft Apr 19, 2010, registered Apr 26, 2010 (7 days) · Other
- Kirk Samuel Weldy left F3Logic, Llc for Childs Investment Group, Inc (registered 2020-06-19)Apr 8, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address