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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Wealth Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
- Professional profile
- onesevenadvisor.com/staff/kim-dysonreportedonesevenadvisor.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.
- O••••••• independent RIA currentsince May 31, 2023 · Las Vegas, Nv
- R•• O•• C•••••• M••••••••• I••• formerFeb 26, 2019 to Aug 1, 2023 · Oak Brook, Il
- H••••• R•••• formerAug 10, 2016 to Jan 4, 2019 · Oak Brook, Il
- E•••••••• A•••••••• L•• national BDOct 12, 2010 to Aug 9, 2016 · Oak Brook, Il
- R•• O•• C•••••• M••••••••• I••• to O•••••••left Aug 1, 2023, registered May 31, 2023 (-62 days) · RIA to RIA
- H••••• R•••• to R•• O•• C•••••• M••••••••• I•••left Jan 4, 2019, registered Feb 26, 2019 (53 days) · RIA to RIA · moved with a team
- E•••••••• A•••••••• L•• to H••••• R••••left Aug 9, 2016, registered Aug 10, 2016 (1 days) · Other
- K•• D•••• left R•• O•• C•••••• M••••••••• I••• for Oneseven (registered 2023-05-31)Aug 1, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address