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Stamford, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelson Capital Llc | Little Silver | NJ | 11/2010 | Present |
| Roberts & Ryan Investments Inc. | New York | NY | 11/2017 | Present |
| Kelson Asset Management Llc | New York | NY | 08/2021 | Present |
KELSON GROUP I, LLC; NOT INVESTMENT RELATED, 39 Broadway, NEW YORK, NY; CONSULTING; SENIOR MANAGING DIRECTOR; OCTOBER 2010; 10 HOURS PER MONTH DURING TRADING HOURS; PROVIDE DIRECTIONAL GUIDANCE, ADVISORY WORK AND BUSINESS DEVELOPMENT ASSISTANCE. Trustee on the ULC Pension Plan, 8Hrs/Year. Started Jan 1, 2017. BR Industries, Started Oct 2010, Single Member LLC, for personal investments in passive private securities, 10 hrs/year. KAM, RIA, 10 hours a week. investment-related. variable compensation. Boulder Crest Board Member, 5 hours a month, not paid, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
| S66 | Uniform Combined State Law Examination | 2004-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-22 |
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