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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••••• L•• K•••••••••

M•• I•••••••• S•••••••• L••BD affiliatedNewtown Square, Padual registrantIAPD 7166724

Certified Financial Planner

Feed of 09/14/2026

Also filed as B••••• Kuberski

At current firm

1 y

since Jan 10, 2025

In the industry

13 y

since Aug 1, 2013 (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

M•• I•••••••• S•••••••• L•• BD affiliated current
since Jan 10, 2025 · Newtown Square, Pa
R•••••• J•••• • A••••••••• I••• national BD
Jun 20, 2023 to Dec 18, 2024 · Huntsville, Al
E•••••• F•••••••• E•••••• independent RIA
Jul 6, 2022 to Oct 25, 2022 · Athens, Al
B•• W••••• S••••••••• independent RIA
Jul 26, 2021 to Jul 4, 2022 · Vestavia, Al

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to M•• I•••••••• S•••••••• L••
left Dec 18, 2024, registered Jan 10, 2025 (23 days) · Affiliated broker-dealer or bank to another
E•••••• F•••••••• E•••••• to R•••••• J•••• • A••••••••• I•••
left Oct 25, 2022, registered Jun 20, 2023 (238 days) · RIA to affiliated broker-dealer or bank
B•• W••••• S••••••••• to E•••••• F•••••••• E••••••
left Jul 4, 2022, registered Jul 6, 2022 (2 days) · RIA to RIA

Signals

B••••• L•• K••••••••• left R•••••• J•••• • A••••••••• I••• for M•• I•••••••• S•••••••• L•• (registered 2025-01-10)
Dec 18, 2024 · Advisor changed firm · fact
B••••• L•• K••••••••• left E•••••• F•••••••• E•••••• for R•••••• J•••• • A••••••••• I••• (registered 2023-06-20)
Oct 25, 2022 · Advisor changed firm · fact
B••••• L•• K••••••••• left B•• W••••• S••••••••• for E•••••• F•••••••• E•••••• (registered 2022-07-06)
Jul 4, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address