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Inactive

Christopher Kevin Kelly

Capsouth Wealth Management

Dothan, AL

Apex, NC

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Current Employers
Capsouth Wealth Management

2216 W. Main Street, Dothan, AL 36301 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-17
  • NC RA
    APPROVED
    Since 2025-10-17

Branch Locations

2216 W. Main Street, Dothan, AL 36301 • United States

Apex, NC • 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
OrganizationCityStateFromTo
Chemung Canal Trust Company Elmira NY 10/2011 08/2025
Capsouth Partners Inc Dothan AL 09/2025 Present
  • 10/2011 → 08/2025
    Chemung Canal Trust Company
    Elmira, NY
  • 09/2025 → Present
    Capsouth Partners Inc
    Dothan, AL
Previous Registrations
  • 2013-10-18 → 2015-11-16
    Lpl Financial Llc
    Elmira, NY
  • 2009-10-09 → 2011-10-17
    Msi Financial Services, Inc.
    Milwaukee, WI
    Madison, WI
    St. Louis, MO
    Milwaukee, WI
  • 2008-07-14 → 2009-04-08
    Walnut Street Securities, Inc.
    Madison, WI
  • 2002-10-10 → 2006-12-20
    Baker Tilly Investment Advisors
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-20
S65 Uniform Investment Adviser Law Examination 2002-08-22
  • S63 Uniform Securities Agent State Law Examination
    2006-02-20
  • S65 Uniform Investment Adviser Law Examination
    2002-08-22
Designations
Other Names
  • Chris Kevin Kelly

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · DOTHAN, AL
PARK AVENUE SECURITIES LLC · DOTHAN, AL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · DOTHAN, AL
LPL FINANCIAL LLC · DOTHAN, AL
PNC WEALTH MANAGEMENT LLC · DOTHAN, AL
LPL FINANCIAL LLC · DOTHAN, AL
CETERA INVESTMENT ADVISERS LLC · DOTHAN, AL
EDWARD JONES · Dothan, AL

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