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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

IRENE M. KELLEY

Advisor at SUNBELT SECURITIES

Jasper, TX | HOUSTON, TX | BEAUMONT, TX

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Search this name across graphsid dfx:ria:a9aa95c5-d6c7-d92b-94c0-0e71d7df7cc4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 26, 2003 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: SUNBELT SECURITIES
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: May 23, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 23, 2003
First registration: May 26, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4607659

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
SUNBELT SECURITIES	Bd affiliated wealth	Jun 6, 2018	n/a	yes	HOUSTON, TX\|HOUSTON, TX\|BEAUMONT, TX\|Jasper, TX	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 21, 2018	no	HOUSTON, TX\|HOUSTON, TX\|Houston, TX\|BEAUMONT, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 15, 2008	Jun 1, 2009	no	HOUSTON, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 26, 2003	Aug 29, 2008	no	BEAUMONT, TX\|BEAUMONT, TX	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
MORGAN STANLEY	SUNBELT SECURITIES	May 21, 2018	Jun 6, 2018	16	Firm change	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY & CO. LLC	Aug 29, 2008	Aug 15, 2008	-14	Firm change	Other

Relationships

Registered with (4)

→ SUNBELT SECURITIESRegistered adviserregistration: current employment
Jun 6, 2018 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 21, 2018factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 15, 2008 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 26, 2003 to Aug 29, 2008factForm ADV

Dated events

No dated event names this entity yet.