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

K•••••• L• B•••••

Q• A•••••••• L••no RAUMBarto, PaIA-onlyIAPD 7176321

Certified Financial Planner

Feed of 09/14/2026

Also filed as K•••••• Lyn Skuret

At current firm

0 y

since Mar 20, 2026

In the industry

11 y

since Oct 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Q• A•••••••• L•• no RAUM current
since Mar 20, 2026 · Barto, Pa
T••••• W••••• M••••••••• L•• independent RIA
May 21, 2025 to Jan 23, 2026 · Audubon, Pa
C••••••••• F•••••••• N•••••• national BD
Apr 8, 2024 to Mar 10, 2025 · Macungie, Pa
W•••••• F•••••••• A••••••• G•••• L•• independent RIA
Jan 13, 2022 to Apr 1, 2024 · Philadelphia, Pa
A•••• P••••••• S••••••• L••• former
Sep 11, 2019 to Dec 31, 2021 · Harleysville, Pa

Moves

a registration end followed by a registration begin elsewhere

T••••• W••••• M••••••••• L•• to Q• A•••••••• L••
left Jan 23, 2026, registered Mar 20, 2026 (56 days) · Other
C••••••••• F•••••••• N•••••• to T••••• W••••• M••••••••• L••
left Mar 10, 2025, registered May 21, 2025 (72 days) · Affiliated broker-dealer or bank to independent RIA
W•••••• F•••••••• A••••••• G•••• L•• to C••••••••• F•••••••• N••••••
left Apr 1, 2024, registered Apr 8, 2024 (7 days) · RIA to affiliated broker-dealer or bank
A•••• P••••••• S••••••• L••• to W•••••• F•••••••• A••••••• G•••• L••
left Dec 31, 2021, registered Jan 13, 2022 (13 days) · RIA to RIA · moved with a team

Signals

K•••••• L• B••••• left T••••• W••••• M••••••••• L•• for Q• A•••••••• L•• (registered 2026-03-20)
Jan 23, 2026 · Advisor changed firm · fact
K•••••• L• B••••• left C••••••••• F•••••••• N•••••• for T••••• W••••• M••••••••• L•• (registered 2025-05-21)
Mar 10, 2025 · Advisor changed firm · fact
K•••••• L• B••••• left W•••••• F•••••••• A••••••• G•••• L•• for C••••••••• F•••••••• N•••••• (registered 2024-04-08)
Apr 1, 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: No RAUM reportedderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address