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
Maryelizabeth Conlon-Kesse
Feed of 09/14/2026
Also filed as Maryelizabeth Conlon
At current firm
10 y
since Feb 1, 2016
In the industry
37 y
since Mar 13, 1989 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Reynders, Mcveigh Capital Management, LLC independent RIA currentsince Feb 1, 2016 · Boston, Ma
- Penobscot Investment Management Company, Inc. independent RIAFeb 1, 2011 to Mar 14, 2016 · Boston, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 22, 2008 to Mar 11, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Penobscot Investment Management Company, Inc. to Reynders, Mcveigh Capital Management, LLCleft Mar 14, 2016, registered Feb 1, 2016 (-42 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Penobscot Investment Management Company, Inc.left Mar 11, 2009, registered Feb 1, 2011 (692 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address