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
Kimberly Ann Houston
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Jul 9, 2025
In the industry
13 y
since May 1, 2013 (earliest exam, job or registration)
Prior registered firms
6
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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Innermost Wealth Management, LLC state registered currentsince Jul 9, 2025 · Troy, Mi
- Nectarine no RAUMJan 17, 2025 to May 8, 2025 · Troy, Mi
- Origin Investment Advisory LLC independent RIAMay 19, 2022 to Feb 28, 2025 · Sarasota, Fl
- Kaydan Wealth Management, Inc. independent RIAJun 29, 2020 to May 9, 2022 · Fenton, Mi
- Raymond James Financial Services Advisors, Inc BD affiliatedFeb 7, 2020 to May 13, 2020 · Fenton, Mi
- LPL Financial LLC BD affiliatedJan 23, 2018 to Jan 31, 2020 · Southfield, Mi
- Rehmann Wealth independent RIAOct 8, 2015 to May 5, 2017 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- Nectarine to Innermost Wealth Management, LLCleft May 8, 2025, registered Jul 9, 2025 (62 days) · Other
- Origin Investment Advisory LLC to Nectarineleft Feb 28, 2025, registered Jan 17, 2025 (-42 days) · Other
- Kaydan Wealth Management, Inc. to Origin Investment Advisory LLCleft May 9, 2022, registered May 19, 2022 (10 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Kaydan Wealth Management, Inc.left May 13, 2020, registered Jun 29, 2020 (47 days) · Other · moved with a team
- LPL Financial LLC to Raymond James Financial Services Advisors, Incleft Jan 31, 2020, registered Feb 7, 2020 (7 days) · Affiliated broker-dealer or bank to another
- Rehmann Wealth to LPL Financial LLCleft May 5, 2017, registered Jan 23, 2018 (263 days) · Other
Signals
- Kimberly Ann Houston left Nectarine for Innermost Wealth Management, Llc (registered 2025-07-09)May 8, 2025 · Advisor changed firm · fact
- Kimberly Ann Houston left Origin Investment Advisory Llc for Nectarine (registered 2025-01-17)Feb 28, 2025 · Advisor changed firm · fact
- Kimberly Ann Houston left Kaydan Wealth Management, Inc. for Origin Investment Advisory Llc (registered 2022-05-19)May 9, 2022 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address