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RIA / WealthAdvisor28 years in industry

ROY EDWARD KELSEY

Advisor at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

LAKEWAY, TX | Altamonte Springs, FL

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Search this name across graphsid dfx:ria:5b0daaab-310a-948e-8d4a-90938e82599a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2003 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: FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: Jul 11, 1998
First registration: Feb 6, 2003
Dual registered: no
IAPD individual key: 3013118

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
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Independent wealth	Apr 16, 2024	n/a	yes	Altamonte Springs, FL\|LAKEWAY, TX	Current employment
CAPE INVESTMENT ADVISORY, INC.	Independent wealth	Mar 1, 2019	Dec 15, 2023	no	Altamonte Springs, FL\|MCDONOUGH, GA\|Casselberry, FL\|ALTAMONTE SPRINGS, FL	Previous registration
401K GENERATION	Independent wealth	Mar 8, 2018	Mar 1, 2019	no	ALTAMONTE SPRINGS,, FL	Previous registration
SKYVIEW WEALTH MANAGEMENT, LLC	n/a	Jul 29, 2014	Jun 1, 2018	no	LONGWOOD, FL	Previous registration
G. A. REPPLE & COMPANY	Bd affiliated wealth	Jan 18, 2013	Aug 7, 2014	no	ALTAMONTE SPRINGS, FL\|CASSELBERRY, FL\|Maitland, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 10, 2009	Jan 17, 2013	no	ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL\|ORLANDO, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 10, 2005	Jul 22, 2009	no	ORLANDO, FL\|MAITLAND, FL\|ORLANDO, FL\|KISSIMMEE, FL\|POINCIANA, FL\|KISSIMMEE, FL\|SANFORD, FL\|CASSELBERRY, FL\|CASSELBERRY, FL\|ORLANDO, FL\|MAITLAND, FL\|WINTER PARK, FL\|ORLANDO, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Mar 4, 2003	Nov 24, 2003	no	WINTER PARK, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 6, 2003	Mar 12, 2003	no	LEESBURG, FL	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
CAPE INVESTMENT ADVISORY, INC.	FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC	Dec 15, 2023	Apr 16, 2024	123	Firm change	RIA to RIA
401K GENERATION	CAPE INVESTMENT ADVISORY, INC.	Mar 1, 2019	Mar 1, 2019	0	Firm change	RIA to RIA
SKYVIEW WEALTH MANAGEMENT, LLC	401K GENERATION	Jun 1, 2018	Mar 8, 2018	-85	Firm change after gap	Other
G. A. REPPLE & COMPANY	SKYVIEW WEALTH MANAGEMENT, LLC	Aug 7, 2014	Jul 29, 2014	-9	Firm change	Other
WELLS FARGO ADVISORS	G. A. REPPLE & COMPANY	Jan 17, 2013	Jan 18, 2013	1	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Jul 22, 2009	Aug 10, 2009	19	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Nov 24, 2003	Jan 10, 2005	413	Firm change after gap	Other
SUNTRUST INVESTMENT SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Mar 12, 2003	Mar 4, 2003	-8	Firm change	Other

Relationships

Registered with (8)

→ FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCRegistered adviserregistration: current employment
Apr 16, 2024 to presentfactForm ADV
→ CAPE INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Dec 15, 2023factForm ADV
→ 401K GENERATIONRegistered adviserregistration: previous registration
Mar 8, 2018 to Mar 1, 2019factForm ADV
→ SKYVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 29, 2014 to Jun 1, 2018factForm ADV
→ G. A. REPPLE & COMPANYRegistered adviserregistration: previous registration
Jan 18, 2013 to Aug 7, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 10, 2009 to Jan 17, 2013factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 10, 2005 to Jul 22, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 4, 2003 to Nov 24, 2003factForm ADV

Dated events

Occurred
Dec 15, 2023
Advisor changed firm
Roy Edward Kelsey left Cape Investment Advisory, Inc. for Financial Gravity Family Office Services, Llc (registered 2024-04-16)
Form ADVobserved 6 days ago