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.
Kayla Marie Benjamin
- Professional profile
- linkedin.com/in/kayla-benjamin-cfp%C2%AE-ba730058reportedkbfinancialadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Kb Financial Advisors LLC independent RIA currentsince Jan 22, 2026 · Denver, Co
- Dodds Wealth, LLC independent RIANov 28, 2023 to May 13, 2025 · Greenwood Village, Co
- Gill Capital Partners independent RIAOct 20, 2016 to Nov 9, 2023 · Denver, Co
- Curian Capital, LLC formerApr 7, 2015 to Mar 21, 2016 · Denver, Co
- Edward Jones national BDSep 2, 2014 to Dec 5, 2014 · Lakewood, Co
- Dodds Wealth, LLC to Kb Financial Advisors LLCleft May 13, 2025, registered Jan 22, 2026 (254 days) · RIA to RIA
- Gill Capital Partners to Dodds Wealth, LLCleft Nov 9, 2023, registered Nov 28, 2023 (19 days) · RIA to RIA
- Curian Capital, LLC to Gill Capital Partnersleft Mar 21, 2016, registered Oct 20, 2016 (213 days) · Other
- Edward Jones to Curian Capital, LLCleft Dec 5, 2014, registered Apr 7, 2015 (123 days) · Other
- Kayla Marie Benjamin left Dodds Wealth, Llc for Kb Financial Advisors Llc (registered 2026-01-22)May 13, 2025 · Advisor changed firm · fact
- Kayla Marie Benjamin left Gill Capital Partners for Dodds Wealth, Llc (registered 2023-11-28)Nov 9, 2023 · Advisor changed firm · fact
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.
- 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