Timothy John Kelly

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Omaha, NE
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 11/2017 → Present
  Lpl Financial Llc
  Omaha, NE
• 11/2017 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 03/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2017-11-02 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2008-01-01 → 2017-11-03
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 2007-08-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Omaha, NE
• 2001-06-15 → 2007-08-03
  Rbc Capital Markets, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

1) 11/1/2017 - Non-Variable Insurance - sells: Life, Health, Disability, LTC - inv rel - at reported business location(s) - start: 11/01/ 2017 -4 Hrs/Mth - 1 Hrs During Trading. 2) 11/1/2017 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/01/2017 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 11/09/2017 - Silverleaf Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Investment Advisor Representative - Start Date 11/1/2017 - 160 Hours Per Month/8 During Securities Trading - 100% Time Spent - I provide investment advisory services through Silverleaf Advisor Group, an independent investment advisor firm. I started this business activity on 10/31/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 2/16/2018 - Kelly Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/14/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 5) 04/07/2022 - Gladestone Institutional Advisory- DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor- Start Date - 03/31/2022- 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 09/05/2025 - Ash Brokerage - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:08/28/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-31