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.
Feed of 09/14/2026
Also filed as Kayla Hoover Mitchell
At current firm
1 y
since Nov 8, 2024
In the industry
20 y
since Jul 1, 2006 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Nov 8, 2024 · Pickens, Sc
- Benjamin F. Edwards Wealth Management, LLC independent RIAJun 8, 2023 to Aug 22, 2024 · Six Mile, Sc
Moves
a registration end followed by a registration begin elsewhere
- Benjamin F. Edwards Wealth Management, LLC to Edward Jonesleft Aug 22, 2024, registered Nov 8, 2024 (78 days) · RIA to affiliated broker-dealer or bank
Signals
- Kayla Mitchell left Benjamin F. Edwards Wealth Management, Llc for Edward Jones (registered 2024-11-08)Aug 22, 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
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address