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

Kurtis Anderson

Pfg Advisorsindependent RIALa Jolla, Ca dual registrantIAPD 7054788

Feed of 09/17/2026

Also filed as Kurt Anderson

At current firm

0 y

since Sep 16, 2026

In the industry

10 y

since Jan 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

Pfg Advisors independent RIA current
since Sep 16, 2026 · La Jolla, Ca
United Planners' Financial Services Of America A Limited Partner independent RIA current
since Sep 15, 2026 · Lajolla, Ca
Cetera Investment Advisers LLC BD affiliated
May 21, 2024 to Sep 3, 2026 · San Diego, Ca
Pfg Advisors independent RIA
Apr 6, 2023 to May 19, 2024 · San Diego, Ca
LPL Financial LLC BD affiliated
Oct 26, 2021 to Apr 5, 2023 · San Diego, Ca
Equitable Advisors, LLC national BD
Oct 1, 2019 to Sep 18, 2020 · Lakewood, Co

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Pfg Advisors
left Sep 3, 2026, registered Sep 16, 2026 (13 days) · Affiliated broker-dealer or bank to independent RIA
Pfg Advisors to Cetera Investment Advisers LLC
left May 19, 2024, registered May 21, 2024 (2 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Pfg Advisors
left Apr 5, 2023, registered Apr 6, 2023 (1 days) · Affiliated broker-dealer or bank to independent RIA
Equitable Advisors, LLC to LPL Financial LLC
left Sep 18, 2020, registered Oct 26, 2021 (403 days) · Affiliated broker-dealer or bank to another

Signals

Kurtis Anderson registered as an investment adviser representative at United Planners' Financial Services Of America A Limited Partner
Sep 15, 2026 · Advisor registered · fact
Kurtis Anderson left Cetera Investment Advisers LLC for United Planners' Financial Services OF America A Limited Partner (registered 2026-09-15)
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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address