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RIA / WealthAdvisor14 years in industry

Kelly Gallagher Pettit

Advisor at WEALTHSPIRE RETIREMENT ADVISORY

Bethesda, MD | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:cc953549-365f-9cc7-82b7-209fc68e3146

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2012 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: WEALTHSPIRE RETIREMENT ADVISORY
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 29, 2011
First registration: Apr 30, 2012
Dual registered: no
Other names: KELLY JEANNE GALLAGHER|KELLY GALLAGHER ANDERSON
IAPD individual key: 5711904

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
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Apr 26, 2023	n/a	yes	Bethesda, MD\|ALISO VIEJO, CA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 30, 2019	Mar 28, 2023	no	Bethesda, MD\|AUSTIN, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 11, 2017	Jan 11, 2018	no	FAIRFAX, VA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 30, 2012	Dec 31, 2016	no	BETHESDA, MD	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
KESTRA ADVISORY SERVICES, LLC	WEALTHSPIRE RETIREMENT ADVISORY	Mar 28, 2023	Apr 26, 2023	29	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Jan 11, 2018	May 30, 2019	504	Firm change after gap	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMERIPRISE FINANCIAL SERVICES, LLC	Dec 31, 2016	Jan 11, 2017	11	Firm change	Other

Relationships

Registered with (4)

→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 30, 2019 to Mar 28, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 11, 2017 to Jan 11, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 30, 2012 to Dec 31, 2016factForm ADV

Dated events

Occurred
Mar 28, 2023
Advisor changed firm
Kelly Gallagher Pettit left Kestra Advisory Services, Llc for Wealthspire Retirement Advisory (registered 2023-04-26)
Form ADVobserved 6 days ago