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.
- Title
- Wealth Advisorreportedmaiawealth.comfirm site, Sep 15, 2026
- Professional profile
- maiawealth.com/advisor/collin-kellyreportedmaiawealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/collin-kelly-wmcp%C2%AE-90a983386reportedmaiawealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Maia Wealth independent RIA currentsince Apr 22, 2025 · Denver, Co
- J.P. Morgan Securities LLC wirehouseDec 10, 2020 to Apr 30, 2025 · Fishers, In
- Charles Schwab & Co., Inc. national BDMar 4, 2019 to Jan 12, 2021 · Indianapolis, In
- J.P. Morgan Securities LLC to Maia Wealthleft Apr 30, 2025, registered Apr 22, 2025 (-8 days) · Wirehouse to independent RIA
- Charles Schwab & Co., Inc. to J.P. Morgan Securities LLCleft Jan 12, 2021, registered Dec 10, 2020 (-33 days) · Affiliated broker-dealer or bank to wirehouse
- Collin Kelly left J.P. Morgan Securities Llc for Maia Wealth (registered 2025-04-22)Apr 30, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address