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 L Davis
Feed of 09/14/2026
Also filed as Kelly Mcgee Davis
At current firm
0 y
since Mar 19, 2026
In the industry
29 y
since Oct 25, 1996 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
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
- Transamerica Retirement Advisors, LLC BD affiliated currentsince Mar 19, 2026 · Juno Beach, Fl
- Edward Jones national BDSep 2, 2025 to Feb 18, 2026 · Jupiter, Fl
- Allstate Financial Advisors, LLC BD affiliatedFeb 15, 2013 to Jul 7, 2025 · Deerfield Beach, Fl
- Cuso Financial Services, L.P. formerMay 26, 2011 to Sep 20, 2011 · Palm Beach Gardens, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 18, 2009 to May 12, 2011 · Palm Beach Gardens, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Jun 26, 2009 · Stuart, Fl
- Citigroup Global Markets Inc. BD affiliatedApr 25, 2007 to Jun 1, 2009 · Stuart, Fl
- Voya Financial Partners, LLC formerMay 5, 2006 to May 16, 2006 · Chattanooga, Tn
- Msi Financial Services, Inc. formerOct 14, 2005 to Mar 29, 2006 · Chattanooga, Tn
- Valic Financial Advisors, Inc. BD affiliatedAug 12, 2004 to Sep 28, 2004 · W. Palm Beach , Fl
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Transamerica Retirement Advisors, LLCleft Feb 18, 2026, registered Mar 19, 2026 (29 days) · Affiliated broker-dealer or bank to another
- Allstate Financial Advisors, LLC to Edward Jonesleft Jul 7, 2025, registered Sep 2, 2025 (57 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to Allstate Financial Advisors, LLCleft Sep 20, 2011, registered Feb 15, 2013 (514 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cuso Financial Services, L.P.left May 12, 2011, registered May 26, 2011 (14 days) · Other
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 26, 2009, registered Sep 18, 2009 (84 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Voya Financial Partners, LLC to Citigroup Global Markets Inc.left May 16, 2006, registered Apr 25, 2007 (344 days) · Other
- Msi Financial Services, Inc. to Voya Financial Partners, LLCleft Mar 29, 2006, registered May 5, 2006 (37 days) · Other
- Valic Financial Advisors, Inc. to Msi Financial Services, Inc.left Sep 28, 2004, registered Oct 14, 2005 (381 days) · Other
Signals
- Kelly L Davis left Edward Jones for Transamerica Retirement Advisors, Llc (registered 2026-03-19)Feb 18, 2026 · Advisor changed firm · fact
- Kelly L Davis left Allstate Financial Advisors, Llc for Edward Jones (registered 2025-09-02)Jul 7, 2025 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address