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
Kinsey Adair Parker
Feed of 09/15/2026
Also filed as Kinsey Williams
At current firm
0 y
since Sep 14, 2026
In the industry
10 y
since Nov 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince Sep 14, 2026 · Georgetown, Tx
- Wells Fargo Advisors wirehouseMar 21, 2025 to Sep 3, 2026 · St. Louis, Mo
- Wells Fargo Advisors wirehouseApr 24, 2019 to Mar 21, 2025 · Bee Cave, Tx
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Ameriprise Financial Services, LLCleft Sep 3, 2026, registered Sep 14, 2026 (11 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Wells Fargo Advisorsleft Mar 21, 2025, registered Mar 21, 2025 (0 days) · channel change inside one enterprise, not a move
Signals
- Kinsey Adair Parker registered as an investment adviser representative at Ameriprise Financial Services, LlcSep 14, 2026 · Advisor registered · fact
- Kinsey Adair Parker left Wells Fargo Advisors for Ameriprise Financial Services, LLC (registered 2026-09-14)Sep 3, 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address