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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| FL | RA | APPROVED | 2024-11-15 |
| NC | RA | APPROVED | 2024-09-03 |
| VA | RA | APPROVED | 2022-09-30 |
Branch Locations
8720 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Richmond | VA | 04/2015 | 10/2017 |
| Independent Financial Group, Llc | Richmond | VA | 10/2017 | 09/2022 |
| F3Logic, Llc | Richmond | VA | 10/2017 | 09/2022 |
| Osaic Wealth, Inc. | Richmond | VA | 09/2022 | Present |
1) PAUL KELLY POSITION: Financial Advisor NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2022 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: Fixed insurance broker 2) CAPITOL FINANCIAL SOLUTIONS POSITION: insurance broker NATURE: Insurance broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/03/2022 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: Fixed insurance broker 3) POWER OF ATTORNEY MOTHER POSITION: Power of Attorney NATURE: Power of Attorney for my Mother INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 3421 Cheyenne Road, Richmond VA 23235, United States DESCRIPTION: Help ensure my mothers bills are paid and that her finances are in good order. 4) POWER OF ATTORNEY FOR MY FATHER POSITION: Power of Attorney NATURE: Power of Attorney for my Father INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 3421 Cheyenne Rd, Richmond VA 23235, United States DESCRIPTION: Help ensure bills are paid and coordinating insurance benefits as well as handle my father's finances. 5) PAUL KELLY INVEST POSITION: Owner NATURE: S Corp Pass Through INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2025 ADDRESS: 3421 Cheyenne Rd, Richmond VA 23235, United States DESCRIPTION: Pass Through S Corp for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-23 |
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