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 P. Bobo

J.P. Morgan Securities LLCwirehouseWestlake Village, Cadual registrantIAPD 6997043

Feed of 09/14/2026

Also filed as Kyle Phillip Bobo

At current firm

0 y

since Jun 29, 2026

In the industry

10 y

since Jun 1, 2016 (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

J.P. Morgan Securities LLC wirehouse current
since Jun 29, 2026 · Westlake Village, Ca
Charles Schwab & Co., Inc. national BD
Nov 11, 2022 to Jul 3, 2026 · Encino, Ca
Td Ameritrade Investment Management, LLC former
Sep 1, 2022 to Sep 7, 2023 · Santa Monica, Ca
Td Ameritrade, Inc. former
Sep 1, 2022 to Oct 14, 2022 · Los Angeles, Ca
Ameriprise Financial Services, LLC national BD
Jan 14, 2022 to Aug 9, 2022 · San Diego, Ca
Thrivent Investment Management Inc. BD affiliated
Jan 3, 2022 to Jan 6, 2022 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to J.P. Morgan Securities LLC
left Jul 3, 2026, registered Jun 29, 2026 (-4 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.
left Sep 7, 2023, registered Nov 11, 2022 (-300 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 14, 2022, registered Sep 1, 2022 (-43 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Td Ameritrade, Inc.
left Aug 9, 2022, registered Sep 1, 2022 (23 days) · Other
Thrivent Investment Management Inc. to Ameriprise Financial Services, LLC
left Jan 6, 2022, registered Jan 14, 2022 (8 days) · Affiliated broker-dealer or bank to another

Signals

Kyle P. Bobo left Charles Schwab & Co., Inc. for J.P. Morgan Securities Llc (registered 2026-06-29)
Jul 3, 2026 · Advisor changed firm · fact
Kyle P. Bobo left Ameriprise Financial Services, Llc for Td Ameritrade, Inc. (registered 2022-09-01)
Aug 9, 2022 · Advisor changed firm · fact
Kyle P. Bobo left Thrivent Investment Management Inc. for Ameriprise Financial Services, Llc (registered 2022-01-14)
Jan 6, 2022 · 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: Wirehousederived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address