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Registered advisor
R•••••• C•••••• K••••
Feed of 09/14/2026
Also filed as Rachael Kelly
At current firm
0 y
since Oct 7, 2025
In the industry
23 y
since Jan 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- O•••••• C•••••••• A•••••••• L•• independent RIA currentsince Oct 7, 2025 · Atlanta, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 25, 2017 to Sep 24, 2025 · Atlanta, Ga
- M••••• S•••••• wirehouseApr 25, 2016 to Aug 17, 2016 · Atlanta, Ga
- C••••• A••••••• L•• formerSep 18, 2014 to Dec 16, 2014 · Dunwoody, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 10, 2003 to Nov 1, 2012 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•••••• C•••••••• A•••••••• L••left Sep 24, 2025, registered Oct 7, 2025 (13 days) · Wirehouse to independent RIA · moved with a team
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 17, 2016, registered Aug 25, 2017 (373 days) · Wirehouse to wirehouse
- C••••• A••••••• L•• to M••••• S••••••left Dec 16, 2014, registered Apr 25, 2016 (496 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••• A••••••• L••left Nov 1, 2012, registered Sep 18, 2014 (686 days) · Other
Signals
- R•••••• C•••••• K•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••••• C•••••••• A•••••••• L•• (registered 2025-10-07)Sep 24, 2025 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address