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
Donna Marie Kelly
Feed of 09/14/2026
Also filed as Donna Marie Brucker
At current firm
0 y
since Jul 8, 2026
In the industry
21 y
since Jul 29, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James & Associates, Inc. national BD currentsince Jul 8, 2026 · Devon, Pa
- RBC Capital Markets, LLC national BDMay 26, 2022 to May 21, 2026 · Lancaster, Pa
- Raymond James Financial Services Advisors, Inc BD affiliatedNov 12, 2021 to May 23, 2022 · Lancaster, Pa
- Stifel, Nicolaus & Company, Incorporated national BDJul 28, 2020 to Apr 12, 2021 · Conshohocken, Pa
- Wealthcare Advisory Partners LLC BD affiliatedMar 27, 2019 to Nov 26, 2019 · West Chester, Pa
- Janney Montgomery Scott LLC BD affiliatedJan 2, 2014 to Oct 9, 2018 · Radnor, Pa
- Deutsche Bank Securities Inc. no RAUMMar 6, 2007 to Jan 15, 2008 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- RBC Capital Markets, LLC to Raymond James & Associates, Inc.left May 21, 2026, registered Jul 8, 2026 (48 days) · Affiliated broker-dealer or bank to another
- Raymond James Financial Services Advisors, Inc to RBC Capital Markets, LLCleft May 23, 2022, registered May 26, 2022 (3 days) · Affiliated broker-dealer or bank to another
- Stifel, Nicolaus & Company, Incorporated to Raymond James Financial Services Advisors, Incleft Apr 12, 2021, registered Nov 12, 2021 (214 days) · Affiliated broker-dealer or bank to another
- Wealthcare Advisory Partners LLC to Stifel, Nicolaus & Company, Incorporatedleft Nov 26, 2019, registered Jul 28, 2020 (245 days) · RIA to affiliated broker-dealer or bank
- Janney Montgomery Scott LLC to Wealthcare Advisory Partners LLCleft Oct 9, 2018, registered Mar 27, 2019 (169 days) · Affiliated broker-dealer or bank to independent RIA
- Deutsche Bank Securities Inc. to Janney Montgomery Scott LLCleft Jan 15, 2008, registered Jan 2, 2014 (2179 days) · Other
Signals
- Donna Marie Kelly left Rbc Capital Markets, Llc for Raymond James & Associates, Inc. (registered 2026-07-08)May 21, 2026 · Advisor changed firm · fact
- Donna Marie Kelly left Raymond James Financial Services Advisors, Inc for Rbc Capital Markets, Llc (registered 2022-05-26)May 23, 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
- National broker-dealer RIAderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address