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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

Kelly Zitting

Advisor at OSAIC ADVISORY SERVICES, LLC

Draper, UT | ATLANTA, GA

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Search this name across graphsid dfx:ria:ddf06a2c-82fd-2c2d-a0c2-7f3a5556e01c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 3, 2005 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: OSAIC ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 3, 2000
First registration: Aug 3, 2005
Dual registered: yes, broker-dealer
Other names: KELLY HAMMON ZITTING
IAPD individual key: 4238482

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
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 29, 2025	n/a	yes	Draper, UT\|ATLANTA, GA	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Nov 27, 2023	Aug 27, 2025	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
ARBOR POINT ADVISORS	Former SEC adviser	Mar 23, 2021	Nov 21, 2023	no	SOUTH JORDAN, UT\|SOUTH JORDAN, UT	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Sep 20, 2019	Mar 18, 2021	no	Salt Lake City, UT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 24, 2018	Sep 19, 2019	no	Dallas, TX\|Lehi, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 15, 2007	Jun 5, 2017	no	BROOMFIELD, CO\|OVERLAND PARK, KS\|SEATTLE, WA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 3, 2005	Mar 6, 2007	no	SALT LAKE CITY, UT	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
EQUITABLE ADVISORS, LLC	OSAIC ADVISORY SERVICES, LLC	Aug 27, 2025	Aug 29, 2025	2	Firm change	Ibd to ibd
ARBOR POINT ADVISORS	EQUITABLE ADVISORS, LLC	Nov 21, 2023	Nov 27, 2023	6	Firm change	Ibd to ibd
ALLSTATE FINANCIAL ADVISORS, LLC	ARBOR POINT ADVISORS	Mar 18, 2021	Mar 23, 2021	5	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	ALLSTATE FINANCIAL ADVISORS, LLC	Sep 19, 2019	Sep 20, 2019	1	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	MML INVESTORS SERVICES, LLC	Jun 5, 2017	Oct 24, 2018	506	Firm change after gap	Ibd to ibd

Relationships

Registered with (6)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 29, 2025 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 27, 2023 to Aug 27, 2025factForm ADV
→ ARBOR POINT ADVISORSRegistered adviserregistration: previous registration
Mar 23, 2021 to Nov 21, 2023factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 20, 2019 to Mar 18, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 24, 2018 to Sep 19, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 15, 2007 to Jun 5, 2017factForm ADV

Dated events

Occurred
Aug 27, 2025
Advisor changed firm
Kelly Zitting left Equitable Advisors, Llc for Osaic Advisory Services, Llc (registered 2025-08-29)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2023
Advisor changed firm
Kelly Zitting left Arbor Point Advisors for Equitable Advisors, Llc (registered 2023-11-27)
Form ADVobserved 4 days ago