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
Kyle M Lonsinger
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kyle Mcquaide Lonsinger
At current firm
2 y
since Jun 20, 2024
In the industry
13 y
since May 1, 2013 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Jun 20, 2024 · Wesley Chapel, Fl
- LPL Financial LLC BD affiliatedJul 17, 2023 to Jun 24, 2024 · Land O Lakes, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 30, 2020 to Jun 16, 2023 · Sewickley, Pa
- Td Ameritrade, Inc. formerJan 14, 2019 to Mar 24, 2020 · Pittsburgh, Pa
- Td Ameritrade Investment Management, LLC formerJan 14, 2019 to Mar 24, 2020 · Pittsburgh, Pa
- LPL Financial LLC BD affiliatedJan 30, 2018 to Jan 15, 2019 · Monroeville, Pa
- Nationwide Securities, LLC no RAUMOct 5, 2016 to Jan 30, 2018 · Monroeville, Pa
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Accurate Wealth Management, LLCleft Jun 24, 2024, registered Jun 20, 2024 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Jun 16, 2023, registered Jul 17, 2023 (31 days) · Wirehouse to affiliated broker-dealer or bank
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Mar 24, 2020, registered Jan 14, 2019 (-435 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Mar 24, 2020, registered Jan 14, 2019 (-435 days) · channel change inside one enterprise, not a move
- LPL Financial LLC to Td Ameritrade Investment Management, LLCleft Jan 15, 2019, registered Jan 14, 2019 (-1 days) · RIA to RIA
- Nationwide Securities, LLC to LPL Financial LLCleft Jan 30, 2018, registered Jan 30, 2018 (0 days) · Other · moved with a team
Signals
- Kyle M Lonsinger left Lpl Financial Llc for Accurate Wealth Management, Llc (registered 2024-06-20)Jun 24, 2024 · Advisor changed firm · fact
- Kyle M Lonsinger left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Financial Llc (registered 2023-07-17)Jun 16, 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address