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
Kyle Phillip Stuckey
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Kyle P Stuckey
At current firm
1 y
since Dec 6, 2024
In the industry
12 y
since Nov 25, 2013 (earliest exam, job or registration)
Prior registered firms
5
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ethos Financial Group, LLC independent RIA currentsince Dec 6, 2024 · King Of Prussia, Pa
- Almanack Investment Partners independent RIAAug 13, 2021 to Dec 6, 2024 · Newtown Square, Pa
- Jfs Wealth Advisors, LLC independent RIAAug 2, 2017 to Aug 13, 2021 · Camp Hill, Pa
- Kfg Wealth Management, LLC unclassifiedJul 12, 2016 to Sep 11, 2017 · Camp Hill, Pa
- Invest Financial Corporation formerJan 9, 2015 to Jun 20, 2017 · Camp Hill, Pa
- Concourse Financial Group Advisors formerNov 27, 2013 to Jan 26, 2015 · Mechanicsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Almanack Investment Partners to Ethos Financial Group, LLCleft Dec 6, 2024, registered Dec 6, 2024 (0 days) · RIA to RIA · moved with a team
- Jfs Wealth Advisors, LLC to Almanack Investment Partnersleft Aug 13, 2021, registered Aug 13, 2021 (0 days) · RIA to RIA · moved with a team
- Kfg Wealth Management, LLC to Jfs Wealth Advisors, LLCleft Sep 11, 2017, registered Aug 2, 2017 (-40 days) · Other
- Invest Financial Corporation to Kfg Wealth Management, LLCleft Jun 20, 2017, registered Jul 12, 2016 (-343 days) · Other
- Concourse Financial Group Advisors to Invest Financial Corporationleft Jan 26, 2015, registered Jan 9, 2015 (-17 days) · Other
Signals
- Kyle Phillip Stuckey left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2024-12-06)Dec 6, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address