# WILLIAM DALE KELLY

WILLIAM DALE KELLY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 9 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRIME CAPITAL INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/288712) | 2023-04-28 | present | Yes |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2017-12-20 | 2023-05-24 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2015-01-29 | 2017-12-05 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2014-01-21 | 2014-11-04 | — |
| [CETERA INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/15340) | 2013-11-29 | 2014-01-21 | — |
| [BB&T INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/33856) | 2011-05-04 | 2013-10-18 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2010-10-15 | 2011-02-28 | — |
| [ST JOHNS WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/105564) | 2010-04-07 | 2010-10-15 | — |
| [BBVA COMPASS INVESTMENT SOLUTIONS, INC](https://search.stillhousedata.com/firm/17086) | 2009-08-18 | 2010-03-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4944248)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4944248.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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