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 E. Orlinski
Feed of 09/14/2026
Also filed as Kyle Edward Orlinski
At current firm
1 y
since Mar 31, 2025
In the industry
11 y
since Aug 17, 2015 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Grasonville, Md
- Fidelity Personal And Workplace Advisors formerOct 12, 2022 to Mar 31, 2025 · Grasonville, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 30, 2021 to Jun 29, 2022 · Easton, Md
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Aug 4, 2021 · Atlanta, Ga
- Bb&T Securities, LLC formerJun 5, 2018 to Feb 17, 2021 · Chestertown, Md
- Integrated Wealth Concepts LLC independent RIAOct 21, 2016 to Jun 15, 2018 · Severna Park, Md
- Osaic Fa, Inc. formerSep 11, 2015 to Oct 28, 2016 · Severna Park, Md
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fidelity Personal And Workplace Advisorsleft Jun 29, 2022, registered Oct 12, 2022 (105 days) · Wirehouse to affiliated broker-dealer or bank
- Truist Advisory Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 4, 2021, registered Jul 30, 2021 (-5 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- Integrated Wealth Concepts LLC to Bb&T Securities, LLCleft Jun 15, 2018, registered Jun 5, 2018 (-10 days) · RIA to affiliated broker-dealer or bank
- Osaic Fa, Inc. to Integrated Wealth Concepts LLCleft Oct 28, 2016, registered Oct 21, 2016 (-7 days) · corporate re-registration, not a move
Signals
- Kyle E. Orlinski left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2022-10-12)Jun 29, 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address