Kelly Thumel Frohsin

Current Employers

Employment History

• 08/2012 → 06/2021
  Truist Investment Services, Inc
  Atlanta, GA
• 08/2016 → 12/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2023 → Present
  Raymond James Financial Services, Inc.
  Virginia Beach, VA
• 12/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Virginia Beach, VA
• 12/2023 → Present
  Townebank
  Virginia Beach, VA

Previous Registrations

• 2016-08-30 → 2023-12-15
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2012-08-08 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2009-06-01 → 2009-10-14
  Morgan Stanley
  Destin, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Destin, FL
• 2006-02-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Pensacola, FL
  Destin, FL
• 2000-08-14 → 2006-03-13
  Ubs Financial Services Inc.
  Destin, FL

Other Businesses

(1)Name of Business: The Whitmore Group Address: 2101 Parks Ave Ste 801, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand name for team. (2)Name of Business: Towne Wealth Management Address: 2101 Parks Ave Ste 801, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Towne Wealth Management is the DBA/support company name for the FID office.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-10
• S65 Uniform Investment Adviser Law Examination
  1999-12-29

Designations

Other Names

• Kelly Marie Thumel
• Kelly Thumel Skinner
• Kelly Thumel Frohsin
• Kelly Thumel Frohsin
• Kelly T Frohsin