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.

Advisor moves

Arrivals at Kfg, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Richard Steven KahlerKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 12, 2025
Nathaniel Gjermund GehringKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 23, 2025
Aaron Thomas FreemanKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 15, 2025
Cecilia Octavia Milagro FlemingKahler Financial Group, Inc. independent RIAKfg, LLC independent RIARIA to RIADec 22, 2025Sep 15, 2025
Emily KochLPL Financial LLC BD affiliatedKfg, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 28, 2025Sep 22, 2025 (147 d)
Benjamin Aaron PauldingConcourse Financial Group Advisors otherKfg, LLC independent RIAOtherDec 31, 2015Sep 22, 2025 (3553 d)
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6 moves match.