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 Nicole Oliver
Certified Financial Planner
Feed of 09/15/2026
Also filed as Kelly Nicole Oliver
At current firm
2 y
since May 29, 2024
In the industry
22 y
since Aug 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Lido independent RIA currentsince May 29, 2024 · Bethesda, Md
- Cope Connelly independent RIAFeb 23, 2022 to Jan 20, 2023 · Arlington, Va
Moves
a registration end followed by a registration begin elsewhere
- Cope Connelly to Lidoleft Jan 20, 2023, registered May 29, 2024 (495 days) · RIA to RIA
Signals
- Kelly Nicole Oliver left Cope Connelly for Lido (registered 2024-05-29)Jan 20, 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address