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

Ryan Paul Kelly

Cambridge Investment Research Advisors, Inc.BD affiliatedRocklin, Cadual registrantIAPD 5554114

Feed of 09/17/2026

At current firm

0 y

since Sep 3, 2026

In the industry

18 y

since Aug 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

Cambridge Investment Research Advisors, Inc. BD affiliated current
since Sep 3, 2026 · Rocklin, Ca
Cambridge Investment Research Advisors, Inc. BD affiliated current
since Sep 3, 2026 · Rocklin, Ca
LPL Financial LLC BD affiliated current
since Aug 18, 2015 · Sacramento, Ca
LPL Financial LLC BD affiliated
Aug 18, 2015 to Sep 16, 2026 · Sacramento, Ca
First Brokerage America, L.L.C. unclassified
Oct 5, 2012 to Aug 4, 2015 · Roseville, Ca
First Brokerage America, L.L.C. unclassified
Oct 5, 2012 to Aug 4, 2015 · Roseville, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Oct 3, 2012 · Roseville, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Oct 3, 2012 · Roseville, Ca
Wells Fargo Investments, LLC unclassified
Aug 28, 2008 to Jan 3, 2011 · Roseville, Ca
Wells Fargo Investments, LLC unclassified
Aug 28, 2008 to Jan 3, 2011 · Roseville, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Cambridge Investment Research Advisors, Inc.
left Sep 16, 2026, registered Sep 3, 2026 (-13 days) · Affiliated broker-dealer or bank to another · moved with a team
First Brokerage America, L.L.C. to LPL Financial LLC
left Aug 4, 2015, registered Aug 18, 2015 (14 days) · Other
Wells Fargo Advisors to First Brokerage America, L.L.C.
left Oct 3, 2012, registered Oct 5, 2012 (2 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Ryan Paul Kelly left LPL Financial LLC for Cambridge Investment Research Advisors, Inc. (registered 2026-09-03)
Sep 16, 2026 · 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