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 Adam Leonard
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kyle Adam Leonard
At current firm
3 y
since Jul 20, 2023
In the industry
12 y
since Jun 9, 2014 (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
- Semmax Financial Advisors, Inc. independent RIA currentsince Jul 20, 2023 · Winston-Salem, Nc
- Cuso Financial Services, L.P. formerAug 18, 2021 to Jul 11, 2023 · Winston-Salem, Nc
- Adaptfirst Investments LLC state registeredMay 19, 2021 to Jul 30, 2021 · Mt. Airy, Nc
- Fund Direct Advisors Inc. institutionalJan 28, 2020 to May 18, 2021 · Greensboro, Nc
- Fund Direct Advisors Inc. institutionalJan 22, 2019 to Dec 31, 2019 · Greensboro, Nc
- Edward Jones national BDJun 9, 2014 to Mar 17, 2015 · Maryland Heights, Mo
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to Semmax Financial Advisors, Inc.left Jul 11, 2023, registered Jul 20, 2023 (9 days) · Affiliated broker-dealer or bank to independent RIA
- Adaptfirst Investments LLC to Cuso Financial Services, L.P.left Jul 30, 2021, registered Aug 18, 2021 (19 days) · Other
- Fund Direct Advisors Inc. to Adaptfirst Investments LLCleft May 18, 2021, registered May 19, 2021 (1 days) · Other
- Edward Jones to Fund Direct Advisors Inc.left Mar 17, 2015, registered Jan 22, 2019 (1407 days) · Other
Signals
- Kyle Adam Leonard left Cuso Financial Services, L.P. for Semmax Financial Advisors, Inc. (registered 2023-07-20)Jul 11, 2023 · 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