Inactive

John Christopher Kelly

Baltimore-Washington Financial Advisors

CRD 2939947

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Employer firm

Baltimore-Washington Financial Advisors CRD 159388

$2.99B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars
TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Baltimore-Washington Financial Advisors

10960 Grantchester Way Suite 110, Columbia, MD 21044 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-10-31
MD	RA	APPROVED	2012-07-24

TX RA
APPROVED

Since 2019-10-31
MD RA
APPROVED

Since 2012-07-24

Branch Locations

10960 Grantchester Way Suite 110, Columbia, MD 21044 • 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
Baltimore-Washington Financial Advisors, Inc.	Columbia	MD	10/2009	Present

10/2009 → Present

Baltimore-Washington Financial Advisors, Inc.

Columbia, MD

Previous Registrations

2009-12-07 → 2012-08-23

Baltimore Washington Financial Advisors Inc

Columbia, MD

Designations

Certified Financial Planner

View on SEC IAPD

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