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

Dillon Kanhalikham

Key Investment Services LLCBD affiliatedBrooklyn, Oh dual registrantIAPD 7203905

Feed of 09/14/2026

Also filed as Dillon Keo Kanhalikham

At current firm

0 y

since Feb 19, 2026

In the industry

10 y

since Apr 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Key Investment Services LLC BD affiliated current
since Feb 19, 2026 · Brooklyn, Oh
Coppell Advisory Solutions LLC independent RIA
Aug 16, 2024 to Aug 25, 2025 · Dallas, Tx
Fluent Financial, LLC independent RIA
Jan 23, 2024 to Jul 25, 2024 · Dallas, Tx
Cx Institutional, LLC independent RIA
Jan 27, 2023 to Sep 7, 2023 · Plano, Tx
Fisher Investments independent RIA
Jan 6, 2020 to Jan 19, 2023 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Coppell Advisory Solutions LLC to Key Investment Services LLC
left Aug 25, 2025, registered Feb 19, 2026 (178 days) · RIA to affiliated broker-dealer or bank
Fluent Financial, LLC to Coppell Advisory Solutions LLC
left Jul 25, 2024, registered Aug 16, 2024 (22 days) · RIA to RIA
Cx Institutional, LLC to Fluent Financial, LLC
left Sep 7, 2023, registered Jan 23, 2024 (138 days) · RIA to RIA
Fisher Investments to Cx Institutional, LLC
left Jan 19, 2023, registered Jan 27, 2023 (8 days) · RIA to RIA

Signals

Dillon Kanhalikham left Coppell Advisory Solutions Llc for Key Investment Services Llc (registered 2026-02-19)
Aug 25, 2025 · Advisor changed firm · fact
Dillon Kanhalikham left Fluent Financial, Llc for Coppell Advisory Solutions Llc (registered 2024-08-16)
Jul 25, 2024 · Advisor changed firm · fact
Dillon Kanhalikham left Cx Institutional, Llc for Fluent Financial, Llc (registered 2024-01-23)
Sep 7, 2023 · Advisor changed firm · fact
Dillon Kanhalikham left Fisher Investments for Cx Institutional, Llc (registered 2023-01-27)
Jan 19, 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