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
Scott E Kelly
Feed of 09/14/2026
At current firm
0 y
since Jan 5, 2026
In the industry
41 y
since Oct 23, 1984 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Valmark Advisers, Inc. BD affiliated currentsince Jan 5, 2026 · Madison, Wi
- Gallagher Fiduciary Advisors, LLC institutionalApr 11, 2022 to Jan 2, 2026 · Madison, Wi
- Kestra Advisory Services, LLC BD affiliatedFeb 7, 2018 to Apr 6, 2022 · Madison, Wi
- Valmark Advisers, Inc. BD affiliatedOct 7, 2010 to Feb 7, 2018 · Madison, Wi
- Walnut Street Advisers Inc unclassifiedMay 4, 2000 to Nov 2, 2006 · Madison, Wi
- Walnut Street Securities, Inc. formerMar 10, 1998 to Oct 8, 2010 · Sun Prairie, Wi
Moves
a registration end followed by a registration begin elsewhere
- Gallagher Fiduciary Advisors, LLC to Valmark Advisers, Inc.left Jan 2, 2026, registered Jan 5, 2026 (3 days) · Other
- Kestra Advisory Services, LLC to Gallagher Fiduciary Advisors, LLCleft Apr 6, 2022, registered Apr 11, 2022 (5 days) · Other · moved with a team
- Valmark Advisers, Inc. to Kestra Advisory Services, LLCleft Feb 7, 2018, registered Feb 7, 2018 (0 days) · Other · moved with a team
- Walnut Street Securities, Inc. to Walnut Street Advisers Incleft Oct 8, 2010, registered May 4, 2000 (-3809 days) · Other
- Walnut Street Advisers Inc to Valmark Advisers, Inc.left Nov 2, 2006, registered Oct 7, 2010 (1435 days) · Other
Signals
- Scott E Kelly left Gallagher Fiduciary Advisors, Llc for Valmark Advisers, Inc. (registered 2026-01-05)Jan 2, 2026 · Advisor changed firm · fact
- Scott E Kelly left Kestra Advisory Services, Llc for Gallagher Fiduciary Advisors, Llc (registered 2022-04-11)Apr 6, 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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address