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
Roy Edward Kelsey
Feed of 09/14/2026
At current firm
2 y
since Apr 16, 2024
In the industry
28 y
since Jul 11, 1998 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
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
- Financial Gravity Family Office Services, LLC independent RIA currentsince Apr 16, 2024 · Altamonte Springs, Fl
- Cape Investment Advisory, Inc. independent RIAMar 1, 2019 to Dec 15, 2023 · Altamonte Springs, Fl
- 401k Generation independent RIAMar 8, 2018 to Mar 1, 2019 · Altamonte Springs,, Fl
- Skyview Wealth Management, LLC unclassifiedJul 29, 2014 to Jun 1, 2018 · Longwood, Fl
- G. A. Repple & Company BD affiliatedJan 18, 2013 to Aug 7, 2014 · Altamonte Springs, Fl
- Wells Fargo Advisors wirehouseAug 10, 2009 to Jan 17, 2013 · Orlando, Fl
- Suntrust Investment Services, Inc. formerJan 10, 2005 to Jul 22, 2009 · Orlando, Fl
- Banc Of America Investment Services, Inc. unclassifiedMar 4, 2003 to Nov 24, 2003 · Winter Park, Fl
- Suntrust Investment Services, Inc. formerFeb 6, 2003 to Mar 12, 2003 · Leesburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- Cape Investment Advisory, Inc. to Financial Gravity Family Office Services, LLCleft Dec 15, 2023, registered Apr 16, 2024 (123 days) · RIA to RIA
- 401k Generation to Cape Investment Advisory, Inc.left Mar 1, 2019, registered Mar 1, 2019 (0 days) · RIA to RIA
- Skyview Wealth Management, LLC to 401k Generationleft Jun 1, 2018, registered Mar 8, 2018 (-85 days) · Other
- G. A. Repple & Company to Skyview Wealth Management, LLCleft Aug 7, 2014, registered Jul 29, 2014 (-9 days) · Other
- Wells Fargo Advisors to G. A. Repple & Companyleft Jan 17, 2013, registered Jan 18, 2013 (1 days) · Other
- Suntrust Investment Services, Inc. to Wells Fargo Advisorsleft Jul 22, 2009, registered Aug 10, 2009 (19 days) · Other
- Banc Of America Investment Services, Inc. to Suntrust Investment Services, Inc.left Nov 24, 2003, registered Jan 10, 2005 (413 days) · Other
- Suntrust Investment Services, Inc. to Banc Of America Investment Services, Inc.left Mar 12, 2003, registered Mar 4, 2003 (-8 days) · Other
Signals
- Roy Edward Kelsey left Cape Investment Advisory, Inc. for Financial Gravity Family Office Services, Llc (registered 2024-04-16)Dec 15, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address