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
Kelly Ann Cullen Gentles
Certified Financial Planner
Feed of 09/14/2026
Also filed as Kelly Ann Cullen
At current firm
3 y
since Jan 3, 2023
In the industry
20 y
since Dec 23, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, 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
- Captrust institutional currentsince Jan 3, 2023 · Media, Pa
- New Market Wealth Management, LLC formerJul 12, 2019 to Mar 28, 2022 · Costa Mesa, Ca
- Entrust Financial LLC independent RIAMar 26, 2015 to Aug 2, 2018 · Wayne, Pa
- Lincoln Investment independent RIAJan 3, 2014 to Mar 13, 2015 · Wayne, Pa
- Comprehensive Capital Management, Inc. independent RIADec 1, 2010 to Aug 23, 2011 · Totowa, Nj
Moves
a registration end followed by a registration begin elsewhere
- New Market Wealth Management, LLC to Captrustleft Mar 28, 2022, registered Jan 3, 2023 (281 days) · Other · moved with a team
- Entrust Financial LLC to New Market Wealth Management, LLCleft Aug 2, 2018, registered Jul 12, 2019 (344 days) · RIA to RIA
- Lincoln Investment to Entrust Financial LLCleft Mar 13, 2015, registered Mar 26, 2015 (13 days) · Other · moved with a team
- Comprehensive Capital Management, Inc. to Lincoln Investmentleft Aug 23, 2011, registered Jan 3, 2014 (864 days) · Other
Signals
- Kelly Ann Cullen Gentles left New Market Wealth Management, Llc for Captrust (registered 2023-01-03)Mar 28, 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
- Institutional managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address