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Registered advisor
K•••• A• R•••
Feed of 09/15/2026
Also filed as Kelly A Dahlstrom
At current firm
5 y
since Nov 19, 2020
In the industry
32 y
since Jun 23, 1994 (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
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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Nov 19, 2020 · Providence, Ri
- P••••• I••••••••• M••••••••• L•• asset managerApr 8, 2013 to Nov 16, 2017 · Boston, Ma
- M•••••• • N••••• A•••••••• L•• mixed wealthSep 16, 2011 to Mar 20, 2013 · Newport, Ri
- M•••••• • N••••• A••••••• A•••••••• C••••••• L•• formerSep 16, 2011 to Mar 20, 2013 · Newport, Ri
- I•••••• A•••••••• I••• asset managerJan 1, 2010 to Sep 12, 2011 · Atlanta, Ga
- I•••••• A•• P•••••• A•••• M••••••••• I••• unclassifiedFeb 26, 2007 to Jan 1, 2010 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- P••••• I••••••••• M••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 16, 2017, registered Nov 19, 2020 (1099 days) · Other
- M•••••• • N••••• A•••••••• L•• to M•••••• • N••••• A••••••• A•••••••• C••••••• L••left Mar 20, 2013, registered Sep 16, 2011 (-551 days) · Other
- M•••••• • N••••• A••••••• A•••••••• C••••••• L•• to P••••• I••••••••• M••••••••• L••left Mar 20, 2013, registered Apr 8, 2013 (19 days) · Other
- I•••••• A•••••••• I••• to M•••••• • N••••• A•••••••• L••left Sep 12, 2011, registered Sep 16, 2011 (4 days) · Other
- I•••••• A•• P•••••• A•••• M••••••••• I••• to I•••••• A•••••••• I•••left Jan 1, 2010, registered Jan 1, 2010 (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
- Wirehousederived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address