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
Jeffery Keith Belzeski
Feed of 09/14/2026
Also filed as Jeffery Keith Belzeski
At current firm
2 y
since Jul 26, 2024
In the industry
18 y
since Nov 27, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hornor, Townsend & Kent, LLC independent RIA currentsince Jul 26, 2024 · Leawood, Ks
- MML Investors Services, LLC BD affiliatedJun 10, 2022 to Apr 25, 2024 · Overland Park, Ks
- Park Avenue Securities LLC BD affiliatedJul 28, 2020 to May 16, 2022 · Overland Park, Ks
- Woodbury Financial Services, Inc. formerJul 17, 2017 to Jun 4, 2018 · Overland Park, Ks
- Principal Securities, Inc. BD affiliatedSep 19, 2016 to Jul 19, 2017 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- MML Investors Services, LLC to Hornor, Townsend & Kent, LLCleft Apr 25, 2024, registered Jul 26, 2024 (92 days) · Affiliated broker-dealer or bank to another
- Park Avenue Securities LLC to MML Investors Services, LLCleft May 16, 2022, registered Jun 10, 2022 (25 days) · Affiliated broker-dealer or bank to another
- Woodbury Financial Services, Inc. to Park Avenue Securities LLCleft Jun 4, 2018, registered Jul 28, 2020 (785 days) · Affiliated broker-dealer or bank to another
- Principal Securities, Inc. to Woodbury Financial Services, Inc.left Jul 19, 2017, registered Jul 17, 2017 (-2 days) · Other · moved with a team
Signals
- Jeffery Keith Belzeski left Mml Investors Services, Llc for Hornor, Townsend & Kent, Llc (registered 2024-07-26)Apr 25, 2024 · Advisor changed firm · fact
- Jeffery Keith Belzeski left Park Avenue Securities Llc for Mml Investors Services, Llc (registered 2022-06-10)May 16, 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address