KELLY ROY CAVIEZEL is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with LIGHTHOUSE WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIGHTHOUSE WEALTH STRATEGIES, LLC | 2022-09-14 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2017-11-30 | 2022-09-21 | — |
| UBS FINANCIAL SERVICES INC. | 2008-12-05 | 2017-12-11 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2008-12-08 | — |
| MORGAN STANLEY DW INC. | 1999-08-03 | 2007-04-02 | — |