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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

Kelly Apple

BlackRock → Kestra Financial

Reported

What changed

Appointed head of wealth management at Kestra Financial; previously managing director and head of national accounts at BlackRock.

Reported / discovered
Aug 19, 2026
Effective
Not reported
New role
head of wealth management
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

PLANADVISER ↗Aug 21, 2026 · Reporting
Private Wealth Daily ↗Aug 19, 2026 · Reporting
Private Wealth Daily ↗Aug 19, 2026 · Reporting
Private Wealth Daily ↗Aug 19, 2026 · Reporting
Private Wealth Daily ↗Aug 21, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

5 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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