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
Bryan Elliott Kelly
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Jan 2, 2021
In the industry
33 y
since Aug 26, 1993 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
11
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Kelly Group independent RIA currentsince Jan 2, 2021 · Bel Air, Md
- Cambridge Investment Research Advisors, Inc. BD affiliatedMar 28, 2005 to Dec 31, 2020 · Bel Air, Md
- Cambridge Investment Research, Inc. unclassifiedMar 13, 2000 to Mar 28, 2005 · Bel Air, Md
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to The Kelly Groupleft Dec 31, 2020, registered Jan 2, 2021 (2 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address