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

Krystle Nicole Williams

LPL Financial LLCBD affiliatedHouston, Txdual registrantIAPD 5841101

Feed of 09/14/2026

Also filed as Krystle Nicole Williams

At current firm

0 y

since Jul 17, 2026

In the industry

13 y

since Dec 13, 2012 (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

LPL Financial LLC BD affiliated current
since Jul 17, 2026 · Houston, Tx
Strategic Advisers LLC national BD
Mar 31, 2025 to Jul 11, 2026 · Houston, Tx
Fidelity Personal And Workplace Advisors former
Jun 7, 2023 to Mar 31, 2025 · Houston, Tx
Valic Financial Advisors, Inc. BD affiliated
May 20, 2020 to Jun 18, 2021 · Houston, Tx
Next Financial Group, Inc. former
Nov 4, 2019 to May 8, 2020 · Houston, Tx
Invesco Advisers, Inc. asset manager
Sep 17, 2013 to May 31, 2019 · Atlanta, Ga
Next Financial Group, Inc. former
Dec 14, 2012 to Aug 27, 2013 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to LPL Financial LLC
left Jul 11, 2026, registered Jul 17, 2026 (6 days) · Affiliated broker-dealer or bank to another · moved with a team
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Valic Financial Advisors, Inc. to Fidelity Personal And Workplace Advisors
left Jun 18, 2021, registered Jun 7, 2023 (719 days) · Affiliated broker-dealer or bank to another · moved with a team
Next Financial Group, Inc. to Valic Financial Advisors, Inc.
left May 8, 2020, registered May 20, 2020 (12 days) · Affiliated broker-dealer or bank to another
Invesco Advisers, Inc. to Next Financial Group, Inc.
left May 31, 2019, registered Nov 4, 2019 (157 days) · Other
Next Financial Group, Inc. to Invesco Advisers, Inc.
left Aug 27, 2013, registered Sep 17, 2013 (21 days) · Other

Signals

Krystle Nicole Williams left Strategic Advisers Llc for Lpl Financial Llc (registered 2026-07-17)
Jul 11, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address