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

Kyle Joseph Machiz

Principal Advised ServicesBD affiliatedTimnath, Codual registrantIAPD 7438399

Feed of 09/14/2026

Also filed as Kyle Machiz

At current firm

0 y

since Jul 28, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Principal Advised Services BD affiliated current
since Jul 28, 2026 · Timnath, Co
Wells Fargo Advisors wirehouse
Dec 13, 2024 to Jul 13, 2026 · Denver, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 12, 2023 to Jul 22, 2024 · Greeley, Co
Morgan Stanley wirehouse
Apr 3, 2023 to Aug 24, 2023 · Gilbert, Az

Moves

a registration end followed by a registration begin elsewhere

Wells Fargo Advisors to Principal Advised Services
left Jul 13, 2026, registered Jul 28, 2026 (15 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Jul 22, 2024, registered Dec 13, 2024 (144 days) · Wirehouse to wirehouse
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Aug 24, 2023, registered Sep 12, 2023 (19 days) · Wirehouse to wirehouse · moved with a team

Signals

Kyle Joseph Machiz left Wells Fargo Advisors for Principal Advised Services (registered 2026-07-28)
Jul 13, 2026 · Advisor changed firm · fact
Kyle Joseph Machiz left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2024-12-13)
Jul 22, 2024 · Advisor changed firm · fact
Kyle Joseph Machiz left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-09-12)
Aug 24, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address