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 Shuller
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
4 y
since Dec 10, 2021
In the industry
15 y
since Jun 1, 2011 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cedar Peak Wealth Advisors state registered currentsince Dec 10, 2021 · Denver, Co
- Shine Wealth Partners formerMar 27, 2018 to Jul 12, 2019 · Lone Tree, Co
Moves
a registration end followed by a registration begin elsewhere
- Shine Wealth Partners to Cedar Peak Wealth Advisorsleft Jul 12, 2019, registered Dec 10, 2021 (882 days) · RIA to a state-registered adviser
Signals
No dated event on this person.
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address