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 Suzanne Majdan

OnedigitalinstitutionalDallas, Tx IA-onlyIAPD 3053221

Feed of 09/15/2026

Also filed as Kelly S Turner

At current firm

1 y

since Oct 23, 2024

In the industry

27 y

since Apr 29, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Onedigital institutional current
since Oct 23, 2024 · Overland Park, Ks
World Investment Advisors, LLC other
Jun 10, 2019 to Dec 31, 2022 · Mckinney, Tx
Cabana Asset Management asset manager
Sep 20, 2018 to Jun 14, 2019 · Fayetteville, Ar
Kestra Advisory Services, LLC BD affiliated
Aug 2, 2016 to Sep 11, 2018 · Gravette, Ar
Arvest Wealth Management independent RIA
Mar 12, 2009 to Aug 2, 2016 · Bentonville, Ar
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Oct 20, 2008 · San Diego, Ca
A. G. Edwards & Sons, Inc. unclassified
Jan 5, 2007 to Jan 1, 2008 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

World Investment Advisors, LLC to Onedigital
left Dec 31, 2022, registered Oct 23, 2024 (662 days) · Other
Cabana Asset Management to World Investment Advisors, LLC
left Jun 14, 2019, registered Jun 10, 2019 (-4 days) · RIA to affiliated broker-dealer or bank
Kestra Advisory Services, LLC to Cabana Asset Management
left Sep 11, 2018, registered Sep 20, 2018 (9 days) · Affiliated broker-dealer or bank to independent RIA
Arvest Wealth Management to Kestra Advisory Services, LLC
left Aug 2, 2016, registered Aug 2, 2016 (0 days) · Other
Wells Fargo Advisors to Arvest Wealth Management
left Oct 20, 2008, registered Mar 12, 2009 (143 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Kelly Suzanne Majdan left World Investment Advisors, Llc for Onedigital (registered 2024-10-23)
Dec 31, 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address