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RIA / WealthAdvisor34 years in industry

KENNETH DONALD OUELLETTE

Advisor at ORCA WEALTH MANAGEMENT, LLC

KITTY HAWK, NC | NEW PORT RICHEY, FL

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Search this name across graphsid dfx:ria:c273302b-b485-85c9-58d0-2d5c9dc52b9a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 6, 2004 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: ORCA 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: Sep 25, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Sep 25, 1991
First registration: May 6, 2004
Dual registered: no
Other names: KENNETH DONALD QUELLETTE
IAPD individual key: 2159537

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
ORCA WEALTH MANAGEMENT, LLC	Independent wealth	Jul 30, 2021	n/a	yes	NEW PORT RICHEY, FL\|KITTY HAWK, NC	Current employment
ORCA WEALTH MANAGEMENT, LLC	Independent wealth	Oct 19, 2020	Dec 31, 2020	no	NEW PORT RICHEY, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 26, 2010	Oct 23, 2020	no	TRINITY, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 22, 2010	no	PORT RICHEY, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 6, 2004	Jun 1, 2009	no	PORT RICHEY, FL\|PORT RICHEY, FL\|CLEARWATER, FL\|CLEARWATER, FL\|CLEARWATER, 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
WELLS FARGO ADVISORS	ORCA WEALTH MANAGEMENT, LLC	Oct 23, 2020	Oct 19, 2020	-4	Firm change	Wirehouse to new firm
MORGAN STANLEY	WELLS FARGO ADVISORS	Jul 22, 2010	Jul 26, 2010	4	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ORCA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 19, 2020 to Dec 31, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2010 to Oct 23, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 22, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 6, 2004 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.