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
Catherine A Reilly
Feed of 09/14/2026
Also filed as Katie Reilly
At current firm
0 y
since Sep 10, 2026
In the industry
16 y
since Jul 26, 2010 (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
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
- Morgan Stanley wirehouse currentsince Sep 10, 2026 · Ormond Beach, Fl
- Wells Fargo Advisors wirehouseJun 23, 2014 to Mar 21, 2025 · Orlando, Fl
- Signator Investors, Inc. formerMar 17, 2014 to Jun 6, 2014 · Maitland, Fl
- Wells Fargo Advisors wirehouseNov 10, 2011 to Mar 4, 2014 · Daytona Beach, Fl
- Holland Advisory Services, Inc. independent RIAAug 16, 2010 to Feb 24, 2011 · Ormond Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Morgan Stanleyleft Mar 21, 2025, registered Sep 10, 2026 (538 days) · Wirehouse to wirehouse
- Signator Investors, Inc. to Wells Fargo Advisorsleft Jun 6, 2014, registered Jun 23, 2014 (17 days) · Other
- Wells Fargo Advisors to Signator Investors, Inc.left Mar 4, 2014, registered Mar 17, 2014 (13 days) · Other
- Holland Advisory Services, Inc. to Wells Fargo Advisorsleft Feb 24, 2011, registered Nov 10, 2011 (259 days) · Other
Signals
- Catherine A Reilly left Wells Fargo Advisors for Morgan Stanley (registered 2026-09-10)Mar 21, 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address