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

MIDLAND WEALTH MANAGEMENT

Current firm class

other adviserderived

Book size

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

Industry start

May 28, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 28, 2015

First registration

Jun 1, 2020

Dual registered

no

Other names

STEPHEN T KELLY|STEPHEN KELLY

IAPD individual key

6483418

• Occurred

  May 2, 2025
  Advisor changed firm

  Stephen Thomas Kelly left Wells Fargo Advisors for Midland Wealth Management (registered 2025-05-08)

  Form ADVobserved 5 days ago
• Occurred

  Apr 18, 2024
  Advisor changed firm

  Stephen Thomas Kelly left Citigroup Global Markets Inc. for Wells Fargo Advisors (registered 2024-09-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b58164f7-9729-4e48-70ce-2e937e1f1537

First observed

Jun 1, 2020

Last observed

Sep 15, 2026 5 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.