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.

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.

Registered advisor

W••••• C•••••• K••••••

W•••• F•••• A•••••••wirehouseJohns Island, Sc dual registrantIAPD 6065048

Certified Financial Planner

Feed of 09/15/2026

Also filed as Wilson C Kistler

At current firm

2 y

since Jul 10, 2024

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Jul 10, 2024 · Charleston, Sc
J••••• M••••••••• S•••• L•• BD affiliated
Jul 7, 2022 to Jul 11, 2024 · Hingham, Ma
K••••• B••• C••••••• L•• former
Aug 15, 2019 to May 28, 2020 · Bethesda, Md
A•••••• W••••• M••••••••• unclassified
Mar 5, 2019 to Aug 14, 2019 · Boston, Ma
E•••• V•••• M••••••••• asset manager
Mar 27, 2017 to Oct 4, 2018 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

J••••• M••••••••• S•••• L•• to W•••• F•••• A•••••••
left Jul 11, 2024, registered Jul 10, 2024 (-1 days) · Affiliated broker-dealer or bank to wirehouse
K••••• B••• C••••••• L•• to J••••• M••••••••• S•••• L••
left May 28, 2020, registered Jul 7, 2022 (770 days) · Other
A•••••• W••••• M••••••••• to K••••• B••• C••••••• L••
left Aug 14, 2019, registered Aug 15, 2019 (1 days) · Other
E•••• V•••• M••••••••• to A•••••• W••••• M•••••••••
left Oct 4, 2018, registered Mar 5, 2019 (152 days) · Other

Signals

W••••• C•••••• K•••••• left J••••• M••••••••• S•••• L•• for W•••• F•••• A••••••• (registered 2024-07-10)
Jul 11, 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address