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RIA / WealthAdvisor12 years in industry

KELLEY JO BELMONTE

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO | MESA, AZ

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Search this name across graphsid dfx:ria:b9e7233d-eb7a-3428-7369-74e12f5667c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 12, 2020 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: MODERN WEALTH MANAGEMENT, 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: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 12, 2020
First registration: Sep 12, 2020
Dual registered: no
Other names: Kelley Jo Hiltunen|Kelley Jo Grady
IAPD individual key: 6276822

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
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	Aug 3, 2026	n/a	yes	MESA, AZ\|KANSAS CITY, MO	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Oct 1, 2024	Jun 4, 2026	no	Arlington Heights, IL	Previous registration
MIDWAY WEALTH PARTNERS, LLC	Former SEC adviser	Jan 20, 2023	Apr 24, 2025	no	ARLINGTON HEIGHTS, IL	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Oct 7, 2021	Oct 2, 2024	no	SCHAUMBURG, IL\|SCHAUMBURG, IL\|ARLINGTON HEIGHTS, IL	Previous registration
MORGAN STANLEY	Wirehouse	Sep 12, 2020	Nov 1, 2021	no	Barrington, IL	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
SUMMIT FINANCIAL, LLC	MODERN WEALTH MANAGEMENT, LLC	Jun 4, 2026	Aug 3, 2026	60	Firm change	Ibd to RIA
MIDWAY WEALTH PARTNERS, LLC	SUMMIT FINANCIAL, LLC	Apr 24, 2025	Oct 1, 2024	-205	Firm change after gap	Other
WORLD EQUITY GROUP, INC.	MIDWAY WEALTH PARTNERS, LLC	Oct 2, 2024	Jan 20, 2023	-621	Firm change after gap	Other
MORGAN STANLEY	WORLD EQUITY GROUP, INC.	Nov 1, 2021	Oct 7, 2021	-25	Firm change	Wirehouse to ibd

Team moves

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

Team	Left	Joined	From	Kind
323770:299322:IL:2025-04-24	Apr 24, 2025	Oct 1, 2024	ARLINGTON HEIGHTS, IL	Firm change after gap

Relationships

Registered with (5)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Oct 1, 2024 to Jun 4, 2026factForm ADV
→ MIDWAY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 20, 2023 to Apr 24, 2025factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Oct 7, 2021 to Oct 2, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 12, 2020 to Nov 1, 2021factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
Kelley Jo Belmonte left Summit Financial, Llc for Modern Wealth Management, Llc (registered 2026-08-03)
Form ADVobserved 6 days ago
Occurred
Apr 24, 2025
Advisor changed firm
Kelley Jo Belmonte left Midway Wealth Partners, Llc for Summit Financial, Llc (registered 2024-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2024
Advisor changed firm
Kelley Jo Belmonte left World Equity Group, Inc. for Midway Wealth Partners, Llc (registered 2023-01-20)
Form ADVobserved 6 days ago