Financial advisor
Doug Kinsey
At Soltis · Dayton, OH
Registered as DOUGLAS PAUL KINSEY · Douglas Paul Kinsey
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Artifex Financial Group | Artifex | Soltis | Acquisition | June 5, 2026 | $325M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS, LLC | Investment adviser | June 11, 2026 | Current |
| ARTIFEX FINANCIAL GROUP, LLC | Investment adviser | April 27, 2011 | Current |
| ARTIFEX FINANCIAL GROUP, LLC | Investment adviser | March 27, 2007 | May 14, 2010 |
| FIFTH THIRD SECURITIES, INC. | Investment adviser | February 1, 2005 | March 23, 2007 |
| FIFTH THIRD SECURITIES, INC. | Broker-dealer | August 6, 2003 | March 23, 2007 |
| MORGAN STANLEY | Investment adviser | March 16, 2001 | June 24, 2003 |
| MORGAN STANLEY DW INC. | Broker-dealer | February 28, 2000 | June 24, 2003 |
| OGILVIE SECURITY ADVISORS CORPORATION | Broker-dealer | January 27, 1999 | March 15, 2000 |
| OGILVIE SECURITY ADVISORS CORPORATION | Broker-dealer | May 3, 1996 | December 31, 1998 |
| FSC SECURITIES CORPORATION | Broker-dealer | July 21, 1993 | May 7, 1996 |
| CARILLON INVESTMENTS, INC. | Broker-dealer | February 1, 1989 | September 16, 1991 |
| PROTECTIVE EQUITY SERVICES, INC. | Broker-dealer | October 25, 1985 | January 21, 1989 |
| NML EQUITY SERVICES, INC. | Broker-dealer | December 28, 1983 | October 29, 1984 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.