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 Elizabeth Kubera
Feed of 09/15/2026
Also filed as Kelly Elizabeth Mcdonnell
At current firm
7 y
since Nov 14, 2018
In the industry
18 y
since Sep 21, 2007 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Alight Financial Advisors, LLC independent RIA currentsince Nov 14, 2018 · Venetia, Pa
- Strava Wealth formerAug 1, 2018 to Oct 9, 2018 · Pittsburgh, Pa
- Alight Financial Advisors, LLC independent RIAJun 10, 2013 to Jul 30, 2018 · Charlotte, Nc
- Pnc Wealth Management BD affiliatedJul 6, 2012 to May 20, 2013 · Pittsburgh, Pa
- Federated Global Investment Management Corp. asset managerJan 7, 2011 to Dec 31, 2011 · New York, Ny
- Mdt Advisers, A Division Of Federated Mdta LLC asset managerJan 7, 2011 to Jun 1, 2012 · Boston, Ma
- Federated Securities Corp. no RAUMNov 11, 2009 to Jun 1, 2012 · Pittsburgh, Pa
- Federated Investment Counseling institutionalDec 5, 2008 to Jun 1, 2012 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Strava Wealth to Alight Financial Advisors, LLCleft Oct 9, 2018, registered Nov 14, 2018 (36 days) · RIA to RIA
- Alight Financial Advisors, LLC to Strava Wealthleft Jul 30, 2018, registered Aug 1, 2018 (2 days) · RIA to RIA
- Pnc Wealth Management to Alight Financial Advisors, LLCleft May 20, 2013, registered Jun 10, 2013 (21 days) · Other
- Mdt Advisers, A Division Of Federated Mdta LLC to Pnc Wealth Managementleft Jun 1, 2012, registered Jul 6, 2012 (35 days) · Other
- Federated Securities Corp. to Federated Global Investment Management Corp.left Jun 1, 2012, registered Jan 7, 2011 (-511 days) · channel change inside one enterprise, not a move
- Federated Investment Counseling to Federated Securities Corp.left Jun 1, 2012, registered Nov 11, 2009 (-933 days) · channel change inside one enterprise, not a move
- Federated Global Investment Management Corp. to Mdt Advisers, A Division Of Federated Mdta LLCleft Dec 31, 2011, registered Jan 7, 2011 (-358 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
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