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

Kevin Michael Furr

Credit Union Investment Servicesstate registeredCary, Nc dual registrantIAPD 6381012

Feed of 09/15/2026

At current firm

1 y

since Apr 9, 2025

In the industry

11 y

since Dec 23, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Credit Union Investment Services state registered current
since Apr 9, 2025 · Raleigh, Nc
Charles Schwab & Co., Inc. national BD
Apr 24, 2023 to Apr 19, 2025 · Chicago, Il
Pnc Wealth Management BD affiliated
Nov 28, 2018 to Apr 11, 2023 · Raleigh, Nc
First Citizens Investor Services, Inc. BD affiliated
Mar 30, 2016 to Aug 3, 2018 · Raleigh, Nc
Capital Investment Advisory Services, LLC BD affiliated
Jan 6, 2015 to Mar 23, 2016 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Credit Union Investment Services
left Apr 19, 2025, registered Apr 9, 2025 (-10 days) · Affiliated broker-dealer or bank to a state-registered adviser
Pnc Wealth Management to Charles Schwab & Co., Inc.
left Apr 11, 2023, registered Apr 24, 2023 (13 days) · Affiliated broker-dealer or bank to another
First Citizens Investor Services, Inc. to Pnc Wealth Management
left Aug 3, 2018, registered Nov 28, 2018 (117 days) · Affiliated broker-dealer or bank to another
Capital Investment Advisory Services, LLC to First Citizens Investor Services, Inc.
left Mar 23, 2016, registered Mar 30, 2016 (7 days) · Other · moved with a team

Signals

Kevin Michael Furr left Charles Schwab & Co., Inc. for Credit Union Investment Services (registered 2025-04-09)
Apr 19, 2025 · Advisor changed firm · fact
Kevin Michael Furr left Pnc Wealth Management for Charles Schwab & Co., Inc. (registered 2023-04-24)
Apr 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: STATE REGISTEREDderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address