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.

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Registered advisor

Y••• K••• T•••

C••••••• C•••••• G••••state registeredPasadena, CaIA-onlyIAPD 6447422

Feed of 09/14/2026

Also filed as Orin Tang

At current firm

0 y

since Sep 3, 2026

In the industry

11 y

since May 15, 2015 (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

C••••••• C•••••• G•••• state registered current
since Sep 3, 2026 · Pasadena, Ca
C•••••• S••••• • C••• I••• national BD
Jan 26, 2022 to Aug 19, 2026 · Pasadena, Ca
T• A••••••••• I••• former
Feb 27, 2018 to Oct 14, 2022 · San Gabriel, Ca
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Sep 7, 2023 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Jan 27, 2017 to Feb 26, 2018 · Saint Louis, Mo
M••••• S•••••• wirehouse
Nov 16, 2015 to Sep 30, 2016 · Claremont, Ca

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to C••••••• C•••••• G••••
left Aug 19, 2026, registered Sep 3, 2026 (15 days) · Affiliated broker-dealer or bank to a state-registered adviser
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Sep 7, 2023, registered Feb 27, 2018 (-2018 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Jan 26, 2022 (-261 days) · channel change inside one enterprise, not a move · moved with a team
S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
M••••• S•••••• to S•••••••• I••••••••• M•••••••••
left Sep 30, 2016, registered Jan 27, 2017 (119 days) · Other

Signals

Y••• K••• T••• left C•••••• S••••• • C••• I••• for C••••••• C•••••• G•••• (registered 2026-09-03)
Aug 19, 2026 · 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