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 Davies Chimera

Wells Fargo AdvisorswirehouseAustin, Txdual registrantIAPD 2820600

Feed of 09/14/2026

Also filed as Kelly A Davies

At current firm

0 y

since Aug 6, 2026

In the industry

27 y

since Feb 4, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Aug 6, 2026 · Austin, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 6, 2017 to Aug 6, 2026 · Austin, Tx
UBS Financial Services Inc. wirehouse
Dec 18, 2012 to Jan 17, 2017 · Austin, Tx
Morgan Stanley wirehouse
Jun 9, 2010 to Nov 27, 2012 · Austin, Tx
Eklektikos Capital Management, LP unclassified
Aug 10, 2005 to Mar 26, 2011 · Austin, Tx
Waterstreet Investment Consultants, LLC unclassified
Sep 17, 2004 to Mar 26, 2011 · Austin, Tx
Citigroup Global Markets Inc. BD affiliated
Feb 4, 1999 to Oct 4, 2004 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Aug 6, 2026, registered Aug 6, 2026 (0 days) · Wirehouse to wirehouse · moved with a team
UBS Financial Services Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 17, 2017, registered Jan 6, 2017 (-11 days) · Wirehouse to wirehouse · moved with a team
Morgan Stanley to UBS Financial Services Inc.
left Nov 27, 2012, registered Dec 18, 2012 (21 days) · Wirehouse to wirehouse
Waterstreet Investment Consultants, LLC to Eklektikos Capital Management, LP
left Mar 26, 2011, registered Aug 10, 2005 (-2054 days) · Other
Eklektikos Capital Management, LP to Morgan Stanley
left Mar 26, 2011, registered Jun 9, 2010 (-290 days) · Other
Citigroup Global Markets Inc. to Waterstreet Investment Consultants, LLC
left Oct 4, 2004, registered Sep 17, 2004 (-17 days) · Other

Signals

Kelly Davies Chimera left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2026-08-06)
Aug 6, 2026 · 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: Wirehousederived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address