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 Loyd Mcdermott

LPL Financial LLCBD affiliatedDallas, Tx dual registrantIAPD 5452831

Feed of 09/15/2026

Also filed as Kelly Mcdermott

At current firm

0 y

since Jul 15, 2026

In the industry

18 y

since Mar 26, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jul 15, 2026 · Dallas, Tx
Ameriprise Financial Services, LLC national BD
Nov 15, 2023 to Jul 29, 2026 · Dallas, Tx
Securities America Advisors, Inc. former
Jul 15, 2014 to Nov 29, 2023 · Dallas, Tx
LPL Financial LLC BD affiliated
Jun 27, 2013 to Jul 21, 2014 · Dallas, Tx
Wfg Advisors, LP former
May 31, 2011 to Jun 27, 2013 · Dallas, Tx
Edward Jones national BD
Apr 2, 2008 to Jun 3, 2011 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to LPL Financial LLC
left Jul 29, 2026, registered Jul 15, 2026 (-14 days) · Affiliated broker-dealer or bank to another · moved with a team
Securities America Advisors, Inc. to Ameriprise Financial Services, LLC
left Nov 29, 2023, registered Nov 15, 2023 (-14 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Securities America Advisors, Inc.
left Jul 21, 2014, registered Jul 15, 2014 (-6 days) · Other
Wfg Advisors, LP to LPL Financial LLC
left Jun 27, 2013, registered Jun 27, 2013 (0 days) · Other
Edward Jones to Wfg Advisors, LP
left Jun 3, 2011, registered May 31, 2011 (-3 days) · Other

Signals

Kelly Loyd Mcdermott left Ameriprise Financial Services, Llc for Lpl Financial Llc (registered 2026-07-15)
Jul 29, 2026 · Advisor changed firm · fact
Kelly Loyd Mcdermott left Securities America Advisors, Inc. for Ameriprise Financial Services, Llc (registered 2023-11-15)
Nov 29, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address