Nicole Kelly

Current Employers

Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-03-28

PA RA
APPROVED

Since 2018-03-28

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Voya Financial	Conshohocken	PA	09/2014	11/2017
Voya Financial Partners, Llc	Birdsboro	PA	01/2015	11/2017
M Holdings Securities	Portland	OR	01/2018	Present
Valley Forge Financial Group	Audubon	PA	01/2018	Present

09/2014 → 11/2017

Voya Financial

Conshohocken, PA
01/2015 → 11/2017

Voya Financial Partners, Llc

Birdsboro, PA
01/2018 → Present

M Holdings Securities

Portland, OR
01/2018 → Present

Valley Forge Financial Group

Audubon, PA

Other Businesses

1)VALLEY FORGE FINANCIAL GROUP; 2500 Monroe Blvd, Ste 100, Audubon PA 19403; M Financial Group Member Firm Affiliation; Investment-related; Investment Advisor; Independent investment advisor for retirement plan and wealth management clients; 1/17/2018; 160 hours per month; 140 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-28
S63	Uniform Securities Agent State Law Examination	2001-11-20

S65 Uniform Investment Adviser Law Examination

2018-03-28
S63 Uniform Securities Agent State Law Examination

2001-11-20

Other Names

Nicole Semeria

View on SEC IAPD