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

Charles Robert Wolpoff

The Kelly Groupindependent RIABel Air, MdIA-onlyIAPD 4432165

Certified Financial Planner

Feed of 09/14/2026

At current firm

5 y

since Oct 9, 2020

In the industry

25 y

since Sep 12, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal, CFP®, JD, LLM, AIF®, ChFEBC℠reportedkellyria.comfirm site, Sep 15, 2026
Designations: CFP, JDreportedkellyria.comas printed on the bio page, Sep 16, 2026
Boards named: Greater Kingsville Civic Associationreportedkellyria.comphrases on the bio page
Professional profile: kellyria.com/charles-wolpoffreportedkellyria.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.

Registration history

IAPD current and previous registrations

The Kelly Group independent RIA current
since Oct 9, 2020 · Bel Air, Md
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 7, 2013 to Oct 15, 2020 · Bel Air, Md
Founders Financial Securities, LLC independent RIA
May 29, 2009 to Jan 15, 2013 · Westminister, Md
Osaic Fa, Inc. former
Oct 5, 2001 to Jun 2, 2009 · Westminister, Md

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to The Kelly Group
left Oct 15, 2020, registered Oct 9, 2020 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Founders Financial Securities, LLC to Cambridge Investment Research Advisors, Inc.
left Jan 15, 2013, registered Jan 7, 2013 (-8 days) · Other
Osaic Fa, Inc. to Founders Financial Securities, LLC
left Jun 2, 2009, registered May 29, 2009 (-4 days) · Other

Signals

No dated event on this person.

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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address