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RIA / WealthAdvisorCertified Financial Planner18 years in industry

PATRICK RYAN KELLY

Advisor at ARIES FINANCIAL NAVIGATORS, INC.

LITITZ, PA

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Search this name across graphsid dfx:ria:2b34944e-d776-98d4-04bb-74d5e91bf9ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 24, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARIES FINANCIAL NAVIGATORS, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 20, 2008
First registration: Jun 24, 2008
Dual registered: no
IAPD individual key: 5469715

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARIES FINANCIAL NAVIGATORS, INC.	State registered	May 9, 2019	n/a	yes	LITITZ, PA	Current employment
RODGERS & ASSOCIATES	Independent wealth	Oct 26, 2015	Feb 8, 2019	no	Lancaster, PA	Previous registration
LEHMAN FINANCIAL RESOURCES, INC.	Former SEC adviser	Jul 12, 2011	Jun 26, 2015	no	MEDIA, PA	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Jun 24, 2008	Jan 12, 2010	no	BERWYN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RODGERS & ASSOCIATES	ARIES FINANCIAL NAVIGATORS, INC.	Feb 8, 2019	May 9, 2019	90	Firm change	RIA to state RIA
LEHMAN FINANCIAL RESOURCES, INC.	RODGERS & ASSOCIATES	Jun 26, 2015	Oct 26, 2015	122	Firm change	Other
M HOLDINGS SECURITIES, INC.	LEHMAN FINANCIAL RESOURCES, INC.	Jan 12, 2010	Jul 12, 2011	546	Firm change after gap	Other

Relationships

Registered with (4)

→ ARIES FINANCIAL NAVIGATORS, INC.Registered adviserregistration: current employment
May 9, 2019 to presentfactForm ADV
→ RODGERS & ASSOCIATESRegistered adviserregistration: previous registration
Oct 26, 2015 to Feb 8, 2019factForm ADV
→ LEHMAN FINANCIAL RESOURCES, INC.Registered adviserregistration: previous registration
Jul 12, 2011 to Jun 26, 2015factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Jun 24, 2008 to Jan 12, 2010factForm ADV

Dated events

No dated event names this entity yet.