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.
Brian Matthew Kelso
- Title
- Managing Directorreportedrwbaird.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.
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 19, 2021 · Denver, Co
- Ptma Investment Advisors asset managerMay 28, 2020 to Sep 20, 2021 · Denver, Co
- Robert W. Baird & Co. Incorporated mixed wealthFeb 23, 2009 to Apr 3, 2020 · Denver, Co
- A. G. Edwards & Sons, Inc. unclassifiedNov 18, 2005 to Dec 14, 2007 · Denver, Co
- Ptma Investment Advisors to Robert W. Baird & Co. Incorporatedleft Sep 20, 2021, registered Oct 19, 2021 (29 days) · Other
- Robert W. Baird & Co. Incorporated to Ptma Investment Advisorsleft Apr 3, 2020, registered May 28, 2020 (55 days) · Other
- A. G. Edwards & Sons, Inc. to Robert W. Baird & Co. Incorporatedleft Dec 14, 2007, registered Feb 23, 2009 (437 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address