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
Kelly Lisa Holtman
Feed of 09/15/2026
Also filed as Kelly Lisa Evans
At current firm
2 y
since Feb 27, 2024
In the industry
19 y
since Aug 27, 2007 (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
S65, 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
- B.O.S.S. Retirement Advisors, LLC independent RIA currentsince Feb 27, 2024 · Ogden, Ut
- Raymond James Financial Services Advisors, Inc BD affiliatedJul 30, 2020 to Feb 21, 2024 · Salt Lake City, Ut
- Wells Fargo Advisors wirehouseJan 6, 2020 to Jul 30, 2020 · Salt Lake City, Ut
- Soltis Investment Advisors, LLC independent RIAMay 17, 2019 to Jan 9, 2020 · Salt Lake City, Ut
- Onedigital institutionalMar 30, 2018 to May 7, 2019 · Midvale, Ut
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to B.O.S.S. Retirement Advisors, LLCleft Feb 21, 2024, registered Feb 27, 2024 (6 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Raymond James Financial Services Advisors, Incleft Jul 30, 2020, registered Jul 30, 2020 (0 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Soltis Investment Advisors, LLC to Wells Fargo Advisorsleft Jan 9, 2020, registered Jan 6, 2020 (-3 days) · RIA to wirehouse
- Onedigital to Soltis Investment Advisors, LLCleft May 7, 2019, registered May 17, 2019 (10 days) · Other
Signals
- Kelly Lisa Holtman left Raymond James Financial Services Advisors, Inc for B.O.S.S. Retirement Advisors, Llc (registered 2024-02-27)Feb 21, 2024 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address