Melissa Ann Kelly

Current Employers

Employment History

• 08/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Edgewood, KY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edgewood, KY

Previous Registrations

• 2011-08-22 → 2015-08-10
  Ameriprise Financial Services, Llc
  Cincinnati, OH
• 2003-04-11 → 2011-08-22
  Morgan Keegan & Company, Llc
  Covington, KY
  Covington, KY
• 1999-08-18 → 2003-04-29
  Ubs Financial Services Inc.
  Cincinnati, OH

Other Businesses

Business Ownership; Breakwater MAK, LLC; Owner; This LLC is to own shares of the Ameriprise practice solely- (Odyssey Financial Advisors, team name, other owners of the practice - Scott A Brooks 79927 and Scott Osborne 122364) This is owned by solely by Melissa Kelly. Social Security number is the LLC's TIN.; 130 Dudley Pike, Suite 250, Edgewood, KY, 41017; Not Investment-Related; 11/03/2023; 0 hours per month; 0 during trading hours. Outside Employment; Instill, LLC; I will be involved in the regular meetings of this business. I will assist in the administration of payroll, benefits, and bill payment of certain items for the practice.; This LLC is being opened by my franchise advisor, Scott A Brooks. The LLC exists to fascilitate payroll and benefits for our franchise. It is also used to hold shares of our practice equity. I am acting as the Vice President of the new LLC.; 130 Dudley Pike, Ste 250, Edgewood, KY, 41017; Not Investment-Related; 01/02/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1998-06-06

Other Names

• Melissa Ann Dirkhising