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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

KELLY DAVIES CHIMERA

Advisor at WELLS FARGO ADVISORS

AUSTIN, TX

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Search this name across graphsid dfx:ria:ff803610-fd10-6dfd-bcfc-350a9dbcf412

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 4, 1999 to Sep 14, 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 4, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 4, 2001
First registration: Feb 4, 1999
Dual registered: yes, broker-dealer
Other names: KELLY A DAVIES|KELLY ANNE DAVIES|KELLY ANNE CHIMERA|KELLY D CHIMERA|KELLY DAVIES CHIMERA|Kelly Chimera
IAPD individual key: 2820600

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
WELLS FARGO ADVISORS	Wirehouse	Aug 6, 2026	n/a	yes	AUSTIN, TX	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 6, 2017	Aug 6, 2026	no	AUSTIN, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 18, 2012	Jan 17, 2017	no	AUSTIN, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 9, 2010	Nov 27, 2012	no	Austin, TX\|AUSTIN, TX	Previous registration
EKLEKTIKOS CAPITAL MANAGEMENT, LP	n/a	Aug 10, 2005	Mar 26, 2011	no	AUSTIN, TX	Previous registration
WATERSTREET INVESTMENT CONSULTANTS, LLC	n/a	Sep 17, 2004	Mar 26, 2011	no	AUSTIN, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 4, 1999	Oct 4, 2004	no	AUSTIN, TX	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Aug 6, 2026	Aug 6, 2026	0	Firm change	Wirehouse to wirehouse
UBS FINANCIAL SERVICES INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 17, 2017	Jan 6, 2017	-11	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Nov 27, 2012	Dec 18, 2012	21	Firm change	Wirehouse to wirehouse
WATERSTREET INVESTMENT CONSULTANTS, LLC	EKLEKTIKOS CAPITAL MANAGEMENT, LP	Mar 26, 2011	Aug 10, 2005	-2,054	Firm change after gap	Other
EKLEKTIKOS CAPITAL MANAGEMENT, LP	MORGAN STANLEY	Mar 26, 2011	Jun 9, 2010	-290	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	WATERSTREET INVESTMENT CONSULTANTS, LLC	Oct 4, 2004	Sep 17, 2004	-17	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:19616:TX:2026-08-03	Aug 6, 2026	Aug 6, 2026	AUSTIN, TX	Firm change
8174:7691:TX:2017-01-17	Jan 17, 2017	Jan 6, 2017	AUSTIN, TX	Firm change

Relationships

Registered with (7)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 6, 2017 to Aug 6, 2026factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 18, 2012 to Jan 17, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 9, 2010 to Nov 27, 2012factForm ADV
→ WATERSTREET INVESTMENT CONSULTANTS, LLCRegistered adviserregistration: previous registration
Sep 17, 2004 to Mar 26, 2011factForm ADV
→ EKLEKTIKOS CAPITAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Aug 10, 2005 to Mar 26, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 4, 1999 to Oct 4, 2004factForm ADV

Dated events

Occurred
Aug 6, 2026
Advisor changed firm
Kelly Davies Chimera left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2026-08-06)
Form ADVobserved 4 days ago