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Reading the graph
Advisor at LEE, KELLEHER & KLEIN WEALTH MANAGEMENT
ELLICOTT CITY, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LEE, KELLEHER & KLEIN WEALTH MANAGEMENT | Independent wealth | Mar 1, 2026 | n/a | yes | ELLICOTT CITY, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 14, 2008 | Jan 26, 2026 | no | ANNAPOLIS, MD|NEW YORK, NY|ANNAPOLIS, MD|ANNAPOLIS, MD|SEVERNA PARK, MD|COLUMBIA, MD|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LEE, KELLEHER & KLEIN WEALTH MANAGEMENT | Jan 26, 2026 | Mar 1, 2026 | 34 | Firm change | Wirehouse to RIA |