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RIA / WealthAdvisorCertified Financial Planner14 years in industry

CHAD EDWARDS KELLEY

Advisor at ALLIANCE WEALTH ADVISORS, LLC

CENTERVILLE, UT

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Search this name across graphsid dfx:ria:6d114b53-5089-229f-d78e-29ec778d4ba7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2015 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: ALLIANCE WEALTH ADVISORS, 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: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 12, 2015
First registration: Feb 13, 2015
Dual registered: no
IAPD individual key: 6343638

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
ALLIANCE WEALTH ADVISORS, LLC	Independent wealth	Apr 12, 2022	n/a	yes	CENTERVILLE, UT	Current employment
PHYSICIAN WEALTH ADVISORS, INC.	Independent wealth	Dec 4, 2018	Apr 5, 2022	no	SALT LAKE CITY, UT	Previous registration
DENTIST ADVISORS	Independent wealth	Sep 10, 2018	Oct 25, 2018	no	SALT LAKE CITY, UT	Previous registration
PHYSICIAN WEALTH ADVISORS, INC.	Independent wealth	Feb 13, 2015	Sep 7, 2018	no	SALT LAKE CITY, UT	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
PHYSICIAN WEALTH ADVISORS, INC.	ALLIANCE WEALTH ADVISORS, LLC	Apr 5, 2022	Apr 12, 2022	7	Firm change	RIA to RIA
DENTIST ADVISORS	PHYSICIAN WEALTH ADVISORS, INC.	Oct 25, 2018	Dec 4, 2018	40	Firm change	RIA to RIA
PHYSICIAN WEALTH ADVISORS, INC.	DENTIST ADVISORS	Sep 7, 2018	Sep 10, 2018	3	Firm change	RIA to RIA

Relationships

Registered with (3)

→ ALLIANCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 12, 2022 to presentfactForm ADV
→ PHYSICIAN WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 4, 2018 to Apr 5, 2022factForm ADV
→ DENTIST ADVISORSRegistered adviserregistration: previous registration
Sep 10, 2018 to Oct 25, 2018factForm ADV

Dated events

Occurred
Apr 5, 2022
Advisor changed firm
Chad Edwards Kelley left Physician Wealth Advisors, Inc. for Alliance Wealth Advisors, Llc (registered 2022-04-12)
Form ADVobserved 5 days ago