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.

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Registered advisor

K•••••• J••••••

J••• M••••• S••••••••• L••wirehouseColumbus, Ohdual registrantIAPD 6629644

Feed of 09/14/2026

Also filed as Katrina Denet Kelley

At current firm

0 y

since Oct 29, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Oct 29, 2025 · Columbus, Oh
M••••• S•••••• wirehouse
Jan 2, 2025 to Jul 14, 2025 · Columbus, Oh
N••••••••• S••••••••• L•• no RAUM
Apr 5, 2024 to Feb 19, 2025 · Columbus, Oh
M••••• S•••••• wirehouse
Nov 1, 2019 to Jan 10, 2024 · Columbus, Oh
J••• M••••• S••••••••• L•• wirehouse
Jul 27, 2018 to Oct 16, 2019 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to J••• M••••• S••••••••• L••
left Jul 14, 2025, registered Oct 29, 2025 (107 days) · Wirehouse to wirehouse
N••••••••• S••••••••• L•• to M••••• S••••••
left Feb 19, 2025, registered Jan 2, 2025 (-48 days) · Other
M••••• S•••••• to N••••••••• S••••••••• L••
left Jan 10, 2024, registered Apr 5, 2024 (86 days) · Other
J••• M••••• S••••••••• L•• to M••••• S••••••
left Oct 16, 2019, registered Nov 1, 2019 (16 days) · Wirehouse to wirehouse · moved with a team

Signals

K•••••• J•••••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2025-10-29)
Jul 14, 2025 · Advisor changed firm · fact
K•••••• J•••••• left N••••••••• S••••••••• L•• for M••••• S•••••• (registered 2025-01-02)
Feb 19, 2025 · Advisor changed firm · fact
K•••••• J•••••• left M••••• S•••••• for N••••••••• S••••••••• L•• (registered 2024-04-05)
Jan 10, 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: Wirehousederived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address