# Kelly L Davis

Kelly L Davis is an investment adviser representative (IAR) with state registration records since 2004, appearing at 10 firms. Currently registered with TRANSAMERICA RETIREMENT ADVISORS, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRANSAMERICA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/107319) | 2026-03-19 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2025-09-02 | 2026-02-18 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2013-02-15 | 2025-07-07 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2011-05-26 | 2011-09-20 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-09-18 | 2011-05-12 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-06-26 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-04-25 | 2009-06-01 | — |
| [VOYA FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/34815) | 2006-05-05 | 2006-05-16 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2005-10-14 | 2006-03-29 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2004-08-12 | 2004-09-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2669126)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2669126.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.