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.

Current firm

CIBC PRIVATE WEALTH ADVISORS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 25, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Jun 25, 1992

First registration

Jan 9, 2003

Dual registered

yes, broker-dealer

Other names

edward Charles Kelly|edward Charles Kelly|EDWARD CHARLES KELLY

IAPD individual key

2239538

• Occurred

  Jan 6, 2023
  Advisor changed firm

  Edward Charles Kelly left Orion Portfolio Solutions, Llc for Cibc Private Wealth Advisors, Inc. (registered 2023-09-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3f3ad058-4b8b-afd6-8d13-c6a53610c75b

First observed

Jan 9, 2003

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.