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

Kerry Vaun Poulson

Lasalle St. Investment Advisors, L.L.C.BD affiliatedSt George, Ut IA-onlyIAPD 712719

Feed of 09/14/2026

Also filed as Kerry Vaun Poulson

At current firm

1 y

since Dec 23, 2024

In the industry

29 y

since Apr 15, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lasalle St. Investment Advisors, L.L.C. BD affiliated current
since Dec 23, 2024 · St George, Ut
Scf Investment Advisors, Inc. former
Jan 2, 2018 to Dec 20, 2024 · Camas, Wa
Scf Investment Advisors, Inc. former
Jan 29, 2016 to Dec 31, 2017 · Camas, Wa
Fisher Investments independent RIA
Aug 21, 2014 to Feb 9, 2016 · Plano, Tx
Financial Engines Advisor Center, LLC former
Jan 2, 2013 to Sep 10, 2014 · Overland Park, Ks
The Mutual Fund Store former
Oct 31, 2008 to Aug 28, 2014 · Overland Park, Ks
The Mutual Fund Store unclassified
Jun 23, 2006 to Nov 7, 2008 · Henderson, Nv
Qa3 Financial LLC unclassified
Jul 28, 2005 to Mar 2, 2006 · Fresno, Ca
USA Financial Securities LLC independent RIA
Jan 5, 2005 to Aug 2, 2005 · Fresno, Ca
Oneamerica Securities, Inc. BD affiliated
Mar 29, 2001 to Jan 8, 2005 · Fresno, Ca

Moves

a registration end followed by a registration begin elsewhere

Scf Investment Advisors, Inc. to Lasalle St. Investment Advisors, L.L.C.
left Dec 20, 2024, registered Dec 23, 2024 (3 days) · Affiliated broker-dealer or bank to another
Fisher Investments to Scf Investment Advisors, Inc.
left Feb 9, 2016, registered Jan 29, 2016 (-11 days) · Other
Financial Engines Advisor Center, LLC to Fisher Investments
left Sep 10, 2014, registered Aug 21, 2014 (-20 days) · Other
The Mutual Fund Store to Financial Engines Advisor Center, LLC
left Aug 28, 2014, registered Jan 2, 2013 (-603 days) · channel change inside one enterprise, not a move
The Mutual Fund Store to The Mutual Fund Store
left Nov 7, 2008, registered Oct 31, 2008 (-7 days) · Other
Qa3 Financial LLC to The Mutual Fund Store
left Mar 2, 2006, registered Jun 23, 2006 (113 days) · Other
USA Financial Securities LLC to Qa3 Financial LLC
left Aug 2, 2005, registered Jul 28, 2005 (-5 days) · Other
Oneamerica Securities, Inc. to USA Financial Securities LLC
left Jan 8, 2005, registered Jan 5, 2005 (-3 days) · Other

Signals

Kerry Vaun Poulson left Scf Investment Advisors, Inc. for Lasalle St. Investment Advisors, L.L.C. (registered 2024-12-23)
Dec 20, 2024 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address