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
Anthony Grey Kulka
Feed of 09/14/2026
At current firm
2 y
since Sep 5, 2024
In the industry
12 y
since Jul 18, 2014 (earliest exam, job or registration)
Prior registered firms
3
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
- Prasad Wealth Partners independent RIA currentsince Sep 5, 2024 · Independence, Oh
- Regal Investment Advisors LLC BD affiliatedJun 4, 2020 to Sep 30, 2024 · Independence, Oh
- Arbor Point Advisors formerJun 10, 2016 to May 12, 2020 · Independence, Oh
- Fifth Third Securities, Inc. BD affiliatedJul 18, 2014 to Jun 9, 2016 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
- Regal Investment Advisors LLC to Prasad Wealth Partnersleft Sep 30, 2024, registered Sep 5, 2024 (-25 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Arbor Point Advisors to Regal Investment Advisors LLCleft May 12, 2020, registered Jun 4, 2020 (23 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fifth Third Securities, Inc. to Arbor Point Advisorsleft Jun 9, 2016, registered Jun 10, 2016 (1 days) · Other
Signals
- Anthony Grey Kulka left Regal Investment Advisors Llc for Prasad Wealth Partners (registered 2024-09-05)Sep 30, 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