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

GARRETT CAPITAL INVESTMENT MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 6, 2017

First registration

Jan 6, 2017

Dual registered

no

Other names

KELLY JAY ALLMAN

IAPD individual key

4202151

• Occurred

  Feb 27, 2024
  Advisor changed firm

  Kelly Allman left Kestra Advisory Services, Llc for Garrett Capital Investment Management (registered 2024-06-13)

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2023
  Advisor changed firm

  Kelly Allman left Garrett Capital Investment Management for Kestra Advisory Services, Llc (registered 2023-02-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d23636da-acba-57ac-bc78-72a556752621

First observed

Jan 6, 2017

Last observed

Sep 14, 2026 7 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.