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
Kristie Ingle
Feed of 09/16/2026
Also filed as Kristie Leigh Hass
At current firm
1 y
since Mar 31, 2025
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Alpharetta, Ga
- Fidelity Personal And Workplace Advisors formerJan 24, 2024 to Mar 31, 2025 · Marietta, Ga
- Nicholas Wealth Management mixed wealthJul 20, 2023 to Dec 11, 2023 · Marietta, Ga
- Edward Jones national BDJun 30, 2021 to Mar 23, 2023 · Acworth, Ga
- Valic Financial Advisors, Inc. BD affiliatedDec 16, 2020 to Jun 18, 2021 · Atlanta, Ga
- Edward Jones national BDMay 14, 2019 to Dec 9, 2020 · Marietta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Nicholas Wealth Management to Fidelity Personal And Workplace Advisorsleft Dec 11, 2023, registered Jan 24, 2024 (44 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to Nicholas Wealth Managementleft Mar 23, 2023, registered Jul 20, 2023 (119 days) · Affiliated broker-dealer or bank to independent RIA
- Valic Financial Advisors, Inc. to Edward Jonesleft Jun 18, 2021, registered Jun 30, 2021 (12 days) · Affiliated broker-dealer or bank to another
- Edward Jones to Valic Financial Advisors, Inc.left Dec 9, 2020, registered Dec 16, 2020 (7 days) · Affiliated broker-dealer or bank to another
Signals
- Kristie Ingle left Nicholas Wealth Management for Fidelity Personal And Workplace Advisors (registered 2024-01-24)Dec 11, 2023 · Advisor changed firm · fact
- Kristie Ingle left Edward Jones for Nicholas Wealth Management (registered 2023-07-20)Mar 23, 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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address