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

Kelley Jo Belmonte

Modern Wealth Management, LLCindependent RIAKansas City, Mo IA-onlyIAPD 6276822

Feed of 09/14/2026

Also filed as Kelley Jo Hiltunen

At current firm

0 y

since Aug 3, 2026

In the industry

12 y

since Nov 1, 2013 (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

Modern Wealth Management, LLC independent RIA current
since Aug 3, 2026 · Mesa, Az
Summit Financial, LLC BD affiliated
Oct 1, 2024 to Jun 4, 2026 · Arlington Heights, Il
Midway Wealth Partners, LLC former
Jan 20, 2023 to Apr 24, 2025 · Arlington Heights, Il
World Equity Group, Inc. BD affiliated
Oct 7, 2021 to Oct 2, 2024 · Schaumburg, Il
Morgan Stanley wirehouse
Sep 12, 2020 to Nov 1, 2021 · Barrington, Il

Moves

a registration end followed by a registration begin elsewhere

Summit Financial, LLC to Modern Wealth Management, LLC
left Jun 4, 2026, registered Aug 3, 2026 (60 days) · Affiliated broker-dealer or bank to independent RIA
Midway Wealth Partners, LLC to Summit Financial, LLC
left Apr 24, 2025, registered Oct 1, 2024 (-205 days) · Other · moved with a team
World Equity Group, Inc. to Midway Wealth Partners, LLC
left Oct 2, 2024, registered Jan 20, 2023 (-621 days) · Other
Morgan Stanley to World Equity Group, Inc.
left Nov 1, 2021, registered Oct 7, 2021 (-25 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Kelley Jo Belmonte left Summit Financial, Llc for Modern Wealth Management, Llc (registered 2026-08-03)
Jun 4, 2026 · Advisor changed firm · fact
Kelley Jo Belmonte left Midway Wealth Partners, Llc for Summit Financial, Llc (registered 2024-10-01)
Apr 24, 2025 · Advisor changed firm · fact
Kelley Jo Belmonte left World Equity Group, Inc. for Midway Wealth Partners, Llc (registered 2023-01-20)
Oct 2, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address