DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kelley Adams King
Feed of 09/15/2026
At current firm
4 y
since Mar 22, 2022
In the industry
44 y
since Jun 1, 1982 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Arseneau Financial state registered currentsince Jan 6, 2024 · Westerville, Oh
- Tlg Advisors, Inc. BD affiliated currentsince Mar 22, 2022 · Summit, Nj
- Valmark Advisers, Inc. BD affiliatedApr 9, 2020 to Mar 15, 2022 · Columbus, Oh
- W3 Wealth Advisors, LLC state registeredMar 27, 2018 to Apr 6, 2020 · Worthington, Oh
- Valmark Advisers, Inc. BD affiliatedOct 31, 2013 to Mar 6, 2020 · Columbus, Oh
- Plante Moran Financial Advisors independent RIAJun 9, 2008 to Oct 3, 2013 · Columbus, Oh
- The Wealth Advantage Group, Inc. independent RIAMar 16, 2006 to Nov 6, 2008 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Valmark Advisers, Inc. to Tlg Advisors, Inc.left Mar 15, 2022, registered Mar 22, 2022 (7 days) · Affiliated broker-dealer or bank to another
- W3 Wealth Advisors, LLC to Valmark Advisers, Inc.left Apr 6, 2020, registered Apr 9, 2020 (3 days) · Other
- Valmark Advisers, Inc. to W3 Wealth Advisors, LLCleft Mar 6, 2020, registered Mar 27, 2018 (-710 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Plante Moran Financial Advisors to Valmark Advisers, Inc.left Oct 3, 2013, registered Oct 31, 2013 (28 days) · Other
- The Wealth Advantage Group, Inc. to Plante Moran Financial Advisorsleft Nov 6, 2008, registered Jun 9, 2008 (-150 days) · Other
Signals
- Kelley Adams King left Valmark Advisers, Inc. for Tlg Advisors, Inc. (registered 2022-03-22)Mar 15, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address