Kevin Hiller Kelley

Current Employers

Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-01-06
FL	RA	APPROVED	2022-11-17
VT	RA	APPROVED	2022-11-14
CT	RA	APPROVED	2022-11-10
RI	RA	APPROVED	2022-11-09
NH	RA	APPROVED	2022-11-08

MA RA
APPROVED

Since 2023-01-06
FL RA
APPROVED

Since 2022-11-17
VT RA
APPROVED

Since 2022-11-14
CT RA
APPROVED

Since 2022-11-10
RI RA
APPROVED

Since 2022-11-09
NH RA
APPROVED

Since 2022-11-08

Branch Locations

Johnston, RI • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Next Financial Group Inc	Cranston	RI	08/2009	Present
Innovation Partners Llc	Charlotte	NC	11/2022	Present
Ip Financial Advisory Services Llc	Charlotte	NC	11/2022	Present

08/2009 → Present

Next Financial Group Inc

Cranston, RI
11/2022 → Present

Innovation Partners Llc

Charlotte, NC
11/2022 → Present

Ip Financial Advisory Services Llc

Charlotte, NC

Previous Registrations

2009-08-17 → 2022-11-09

Next Financial Group, Inc.

Cranston, RI

Houston, TX
2004-05-11 → 2009-08-17

Mutual Service Corporation

Cranston, RI
2000-01-01 → 2004-05-12

Ffp Advisory Services Inc

Cranston, RI

Other Businesses

1) TARGET FINANCIAL SERVICES INC POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/26/1996 ADDRESS: 290 Pippin Orchard Rd, Cranston, RI 02921 DESCRIPTION: Securities sales and service. 2) TARGET FINANCIAL SERVICES INC POSITION: Owner NATURE: Insurance - Fixed Annuities, Life/Health;Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/26/1996 ADDRESS: 290 Pippin Orchard Rd, Cranston, RI 02921 DESCRIPTION: Offering Insurance Products and services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-25
S63	Uniform Securities Agent State Law Examination	1988-01-15

S65 Uniform Investment Adviser Law Examination

1996-10-25
S63 Uniform Securities Agent State Law Examination

1988-01-15

View on SEC IAPD