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
Kirsten Julia Lopez
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kirsten Julia Connolly
At current firm
0 y
since Apr 16, 2026
In the industry
15 y
since Mar 3, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- Metz Capital Management LLC former currentsince Apr 16, 2026 · Lewes, De
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 20, 2016 to Feb 6, 2017 · Rehoboth Beach, De
- Bell Rock Capital, LLC formerMar 3, 2011 to Oct 24, 2012 · Rehoboth Beach, De
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Metz Capital Management LLCleft Feb 6, 2017, registered Apr 16, 2026 (3356 days) · Other
- Bell Rock Capital, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 24, 2012, registered Jan 20, 2016 (1183 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
- Former SEC-registered adviserderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address