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

Kurt Justin Dupuis

Root Wealth Managementstate registeredDecatur, GaIA-onlyIAPD 5824651

Certified Financial Planner

Feed of 09/14/2026

Also filed as Justin Kurt Dupuis

At current firm

2 y

since Mar 13, 2024

In the industry

16 y

since Jul 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Root Wealth Management state registered current
since Mar 13, 2024 · Decatur, Ga
Touchstone Advisors Inc asset manager
Apr 17, 2017 to Mar 19, 2024 · Decatur, Ga
Federated Global Investment Management Corp. asset manager
Jan 6, 2011 to Apr 13, 2017 · New York, Ny
Mdt Advisers, A Division Of Federated Mdta LLC asset manager
Jan 6, 2011 to Apr 17, 2017 · Boston, Ma
Federated Investment Counseling institutional
Sep 20, 2010 to Apr 13, 2017 · Pittsburgh, Pa
Federated Securities Corp. no RAUM
Sep 20, 2010 to Apr 13, 2017 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Touchstone Advisors Inc to Root Wealth Management
left Mar 19, 2024, registered Mar 13, 2024 (-6 days) · Other
Mdt Advisers, A Division Of Federated Mdta LLC to Touchstone Advisors Inc
left Apr 17, 2017, registered Apr 17, 2017 (0 days) · Other
Federated Investment Counseling to Federated Securities Corp.
left Apr 13, 2017, registered Sep 20, 2010 (-2397 days) · channel change inside one enterprise, not a move
Federated Securities Corp. to Federated Global Investment Management Corp.
left Apr 13, 2017, registered Jan 6, 2011 (-2289 days) · channel change inside one enterprise, not a move
Federated Global Investment Management Corp. to Mdt Advisers, A Division Of Federated Mdta LLC
left Apr 13, 2017, registered Jan 6, 2011 (-2289 days) · channel change inside one enterprise, not a move

Signals

Kurt Justin Dupuis left Touchstone Advisors Inc for Root Wealth Management (registered 2024-03-13)
Mar 19, 2024 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address