Wirehouses, Banks & BDs · Traditional channel
D.M. Kelly & Company
Iowa broker-dealer from which the Greenwood team departed; advisory history separately identifies DMKC Advisors CRD 145112.
- Website
- brokercheck.finra.org
- Regulator record
- D.M. KELLY & COMPANY (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.3B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining D.M. Kelly & Company in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving D.M. Kelly & Company in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 24 | Lateral | Greenwood Wealth PartnersClive, IA | Raymond James & AssociatesWirehouses, Banks & BDs | $1.3B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.