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

LIGHTHOUSE WEALTH STRATEGIES, 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

Dec 21, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

7

Exams

S63|S65

First exam

Dec 21, 1998

First registration

Aug 3, 1999

Dual registered

no

Other names

R KELLY CAVIEZEL|KELLY CAVIEZEL|Roy Kelly Caviezel|KELLY R. CAVIEZEL

IAPD individual key

3159323

• Occurred

  Sep 21, 2022
  Advisor changed firm

  Kelly Roy Caviezel left Wells Fargo Advisors for Lighthouse Wealth Strategies, Llc (registered 2022-09-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f4de9af8-77ca-8880-376c-38b7c51a53a8

First observed

Aug 3, 1999

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.