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 William Chapman
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Mar 20, 2023
In the industry
12 y
since Apr 11, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Foundations Investment Advisors LLC independent RIA currentsince Mar 20, 2023 · Phoenix, Az
- Clarity Capital Partners formerNov 27, 2018 to Jul 14, 2022 · Newport Beach, Ca
- Erman Retirement Advisory formerMay 31, 2018 to Jul 18, 2018 · Seal Beach, Ca
- Cetera Advisor Networks LLC formerMay 14, 2018 to Jul 6, 2018 · Seal Beach, Ca
- Larson Financial Group, LLC BD affiliatedFeb 3, 2016 to Aug 16, 2017 · Orange, Ca
Moves
a registration end followed by a registration begin elsewhere
- Clarity Capital Partners to Foundations Investment Advisors LLCleft Jul 14, 2022, registered Mar 20, 2023 (249 days) · RIA to RIA
- Erman Retirement Advisory to Clarity Capital Partnersleft Jul 18, 2018, registered Nov 27, 2018 (132 days) · RIA to RIA
- Cetera Advisor Networks LLC to Erman Retirement Advisoryleft Jul 6, 2018, registered May 31, 2018 (-36 days) · Affiliated broker-dealer or bank to independent RIA
- Larson Financial Group, LLC to Cetera Advisor Networks LLCleft Aug 16, 2017, registered May 14, 2018 (271 days) · Other
Signals
- Kyle William Chapman left Clarity Capital Partners for Foundations Investment Advisors Llc (registered 2023-03-20)Jul 14, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address