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.
Kamella Lynn Davis
- Title
- Director of Compliancereportedmodwm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Modern Wealth Management, LLC independent RIA currentsince Jun 8, 2026 · Kansas City, Mo
- Flaharty Asset Management, LLC independent RIA currentsince Jan 8, 2026 · Clearwater, Fl
- Morgan Stanley wirehouseAug 8, 2022 to Jun 10, 2025 · Temple Terrace, Fl
- Wells Fargo Advisors wirehouseApr 15, 2014 to Jun 8, 2022 · St. Louis, Mo
- Wells Fargo Advisors wirehouseMay 8, 2009 to Apr 8, 2014 · St. Louis, Mo
- Banc Of America Investment Services, Inc. unclassifiedMar 12, 2008 to Mar 11, 2009 · St Louis, Mo
- Morgan Stanley to Flaharty Asset Management, LLCleft Jun 10, 2025, registered Jan 8, 2026 (212 days) · Wirehouse to independent RIA
- Wells Fargo Advisors to Morgan Stanleyleft Jun 8, 2022, registered Aug 8, 2022 (61 days) · Wirehouse to wirehouse · moved with a team
- Wells Fargo Advisors to Wells Fargo Advisorsleft Apr 8, 2014, registered Apr 15, 2014 (7 days) · channel change inside one enterprise, not a move
- Banc Of America Investment Services, Inc. to Wells Fargo Advisorsleft Mar 11, 2009, registered May 8, 2009 (58 days) · Other
- Kamella Lynn Davis left Morgan Stanley for Flaharty Asset Management, Llc (registered 2026-01-08)Jun 10, 2025 · Advisor changed firm · fact
- Kamella Lynn Davis left Wells Fargo Advisors for Morgan Stanley (registered 2022-08-08)Jun 8, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address