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
Kevin Carl Kingston
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Kevin C Kingston
At current firm
6 y
since Dec 26, 2019
In the industry
50 y
since Jun 1, 1976 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince Dec 26, 2019 · Bloomington, Il
- Valmark Advisers, Inc. BD affiliatedJun 4, 2007 to Dec 31, 2019 · Bloomington, Il
- Mutual Service Corporation unclassifiedOct 22, 2002 to Jun 7, 2007 · Bloomington, Il
- Equitable Advisors, LLC national BDMar 23, 2000 to Dec 17, 2009 · Bloomington, Il
Moves
a registration end followed by a registration begin elsewhere
- Valmark Advisers, Inc. to Savant Wealth Managementleft Dec 31, 2019, registered Dec 26, 2019 (-5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Equitable Advisors, LLC to Mutual Service Corporationleft Dec 17, 2009, registered Oct 22, 2002 (-2613 days) · Other
- Mutual Service Corporation to Valmark Advisers, Inc.left Jun 7, 2007, registered Jun 4, 2007 (-3 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 50derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address