Nelson Mahan Kelly

Current Employers

Employment History

• 02/2012 → 07/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 07/2017
  Suntrust Advisory Services
  Atlanta, GA
• 07/2017 → Present
  Oppenheimer & Co. Inc.
  Winston-Salem, NC

Previous Registrations

• 2016-08-23 → 2017-07-10
  Truist Advisory Services, Inc.
  Morganton, NC
  Lenoir, NC
  Advance, NC
  Yadkinville, NC
  Hickory, NC
  Mocksville, NC
  Walkertown, NC
• 2012-03-15 → 2016-12-31
  Truist Investment Services, Inc.
  Apex, NC
  Raleigh, NC
  Apex, NC
  Raleigh, NC
  Holly Springs, NC
  Cary, NC
  Apex, NC
  Apex, NC
  Faquay Varina, NC
  Cary, NC
  Yadkinville, NC
  Hickory, NC
  North Wilkesboro, NC
  Yadkinville, NC
  Hudson, NC
  Boone, NC
  Morganton, NC
  Advance, NC
  Boone, NC
  Mocksville, NC
  Walkertown, NC
• 2011-08-15 → 2012-02-21
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Sneads Ferry, NC
  Pinehurst, NC
• 2011-04-28 → 2011-07-19
  Winthrop Capital Management
  Raleigh, NC
• 2010-11-15 → 2011-04-08
  Family Office Group Llc
  Raleigh, NC
  Pinehurst, NC
• 2003-09-23 → 2010-11-15
  Wells Fargo Clearing Services, Llc
  Garner, NC
  Raleigh, NC
  Garner, NC
• 2003-06-04 → 2003-09-17
  Truist Investment Services, Inc.
  Knoxville, TN
• 2001-12-31 → 2003-05-23
  Scott & Stringfellow, Llc
  Winston-Salem, NC

Other Businesses

1. RENTAL PROPERTY OWNER AT 4010F WHIRLAWAY CT., CLEMMONS. NC/NOT INVESTMENT RELATED - THIS IS A CONDO WE LIVED IN & NOW RENT OUT/DATE STARTED - 12/1/18/TIME REQUIRED - 30 MINUTES/MONTH 2. HIGH MEADOWS COUNTRY CLUB-MEN'S GOLF ASSOCIATION. PRESIDENT. NOT INVESTMENT RELATED. GOLDF AND DINING RECREATIONAL MEMBERSHIP-SOCIAL ACTIVITY. BEGIN DATE 11-01-2025. EXPECTED INVOLVEMENT ~ 1 HR/WEEK MOSTLY APRIL-OCTOBER FOR NEXT 3 YEARS. NO PERCEIVED CONFLICTS.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-15
• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1989-07-14