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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K••• D•••• S••••
- Title
- FINANCIAL PLANNER, PARTNERreportedwealthpointadvisorsnc.comfirm site, Sep 16, 2026
- Founder
- “After serving clients on the independent channel for several years, Kyle co-founded W••••••••• A••••••• in 2021.”reportedwealthpointadvisorsnc.comthe sentence on the bio page
- Partner or owner
- “FINANCIAL PLANNER, PARTNER”reportedwealthpointadvisorsnc.comthe sentence on the bio page
- Professional profile
- wealthpointadvisorsnc.com/staff-member/kyle-sikesreportedwealthpointadvisorsnc.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.
- W••••••••• A••••••• independent RIA currentsince Sep 12, 2024 · Cramerton, Nc
- D•••••• L••• S••••• L•• formerJul 22, 2019 to Sep 11, 2024 · Rome, Ga
- K•••• M••••••••• formerMar 2, 2017 to Jul 22, 2019 · Belmont, Nc
- P••••••• F•••••••• S•••••••• I••• BD affiliatedJan 11, 2016 to Jan 5, 2017 · Belmont, Nc
- C•••••• G••••••• W••••• M••••••••• L•• formerNov 10, 2014 to Jan 12, 2016 · Miami, Fl
- D•••••• L••• S••••• L•• to W••••••••• A•••••••left Sep 11, 2024, registered Sep 12, 2024 (1 days) · RIA to a newly registered adviser · moved with a team
- K•••• M••••••••• to D•••••• L••• S••••• L••left Jul 22, 2019, registered Jul 22, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- P••••••• F•••••••• S•••••••• I••• to K•••• M•••••••••left Jan 5, 2017, registered Mar 2, 2017 (56 days) · Other
- C•••••• G••••••• W••••• M••••••••• L•• to P••••••• F•••••••• S•••••••• I•••left Jan 12, 2016, registered Jan 11, 2016 (-1 days) · Other
- K••• D•••• S•••• left D•••••• L••• S••••• L•• for W••••••••• A••••••• (registered 2024-09-12)Sep 11, 2024 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address