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.
Advisor moves
Arrivals at The Kelly Group
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Robert Pirolli | Chesapeake Financial Advisors independent RIA | The Kelly Group independent RIA | RIA to RIA | Mar 4, 2025 | Apr 25, 2025 (52 d) |
| Bryan Elliott Kelly | Cambridge Investment Research Advisors, Inc. BD affiliated | The Kelly Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2020 | Jan 2, 2021 |
| Zachary Michael Smith | Olio Financial Planning independent RIA | The Kelly Group independent RIA | RIA to RIA | Dec 18, 2020 | Oct 15, 2021 (301 d) |
| Thomas Joseph Cusick | Cambridge Investment Research Advisors, Inc. BD affiliated | The Kelly Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 24, 2020 | Jan 2, 2021 (39 d) |
| Richard Alan Fletcher | Cambridge Investment Research Advisors, Inc. BD affiliated | The Kelly Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 21, 2020 | Oct 21, 2020 |
| Charles Robert Wolpoff | Cambridge Investment Research Advisors, Inc. BD affiliated | The Kelly Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 15, 2020 | Oct 9, 2020 |
| Chad Thomas Arrington | Cambridge Investment Research Advisors, Inc. BD affiliated | The Kelly Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 15, 2020 | Oct 16, 2020 |
| Amanda Marie Eimers | Wells Fargo Advisors wirehouse | The Kelly Group independent RIA | Wirehouse to independent RIA | Mar 10, 2020 | Aug 12, 2021 (520 d) |
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8 moves match.