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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

KELLY LOYD MCDERMOTT

Advisor at LPL FINANCIAL LLC

DALLAS, TX | Dallas, TX | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:5560a7d7-23e8-f7cd-b5d8-e945a88a69d4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 2, 2008 to Sep 15, 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: LPL FINANCIAL LLC
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: Mar 26, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 26, 2008
First registration: Apr 2, 2008
Dual registered: yes, broker-dealer
Other names: KELLY MCDERMOTT|KELLY L MCDERMOTT
IAPD individual key: 5452831

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
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 15, 2026	n/a	yes	DALLAS, TX\|Dallas, TX\|SAN DIEGO, CA	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 15, 2023	Jul 29, 2026	no	Dallas, TX\|Garland, TX	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jul 15, 2014	Nov 29, 2023	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 27, 2013	Jul 21, 2014	no	DALLAS, TX\|SAN DIEGO, CA\|DALLAS, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	May 31, 2011	Jun 27, 2013	no	DALLAS, TX	Previous registration
EDWARD JONES	National bd RIA	Apr 2, 2008	Jun 3, 2011	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|ST LOUIS, MO	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
AMERIPRISE FINANCIAL SERVICES, LLC	LPL FINANCIAL LLC	Jul 29, 2026	Jul 15, 2026	-14	Firm change	Ibd to ibd
SECURITIES AMERICA ADVISORS, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 29, 2023	Nov 15, 2023	-14	Firm change	Ibd to ibd
LPL FINANCIAL LLC	SECURITIES AMERICA ADVISORS, INC.	Jul 21, 2014	Jul 15, 2014	-6	Firm change	Other
WFG ADVISORS, LP	LPL FINANCIAL LLC	Jun 27, 2013	Jun 27, 2013	0	Firm change	Other
EDWARD JONES	WFG ADVISORS, LP	Jun 3, 2011	May 31, 2011	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6363:6413:TX:2026-07-29	Jul 29, 2026	Jul 15, 2026	GARLAND, TX	Firm change

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 27, 2013 to Jul 21, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 15, 2023 to Jul 29, 2026factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jul 15, 2014 to Nov 29, 2023factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
May 31, 2011 to Jun 27, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 2, 2008 to Jun 3, 2011factForm ADV

Dated events

Occurred
Jul 29, 2026
Advisor changed firm
Kelly Loyd Mcdermott left Ameriprise Financial Services, Llc for Lpl Financial Llc (registered 2026-07-15)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2023
Advisor changed firm
Kelly Loyd Mcdermott left Securities America Advisors, Inc. for Ameriprise Financial Services, Llc (registered 2023-11-15)
Form ADVobserved 6 days ago