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
Michael J Kenyon
Feed of 09/14/2026
Also filed as Michael J Kenyon
At current firm
1 y
since May 15, 2025
In the industry
10 y
since Feb 1, 2016 (earliest exam, job or registration)
Prior registered firms
4
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
- LPL Financial LLC BD affiliated currentsince May 15, 2025 · San Francisco, Ca
- Cuso Financial Services, L.P. formerDec 3, 2024 to May 15, 2025 · San Francisco, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 7, 2023 to Nov 22, 2024 · San Francisco, Ca
- Charles Schwab & Co., Inc. national BDJun 23, 2021 to Jun 13, 2023 · San Francisco, Ca
- Edward Jones national BDDec 18, 2019 to May 27, 2021 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cuso Financial Services, L.P. to LPL Financial LLCleft May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cuso Financial Services, L.P.left Nov 22, 2024, registered Dec 3, 2024 (11 days) · Wirehouse to affiliated broker-dealer or bank
- Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 13, 2023, registered Jul 7, 2023 (24 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Edward Jones to Charles Schwab & Co., Inc.left May 27, 2021, registered Jun 23, 2021 (27 days) · Affiliated broker-dealer or bank to another
Signals
- Michael J Kenyon left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cuso Financial Services, L.P. (registered 2024-12-03)Nov 22, 2024 · Advisor changed firm · fact
- Michael J Kenyon left Charles Schwab & Co., Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-07-07)Jun 13, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address