Christopher Thomas Connelly

Current Employers

Employment History

• 11/2004 → Present
  Foley/Connelly Financial Partners, Llc
  W. Springfield, MA
• 11/2016 → Present
  Kestra Advisory Services, Llc
  W. Springfield, MA
• 12/2004 → Present
  Kestra Investment Services, Llc
  W. Springfield, MA

Other Businesses

Business Name: Foley/Connelly Benefits Group Investment Related: Yes Address: 37 Elm Street West Springfield MA 01089 Nature of Business: Insurance Position, Title or Relationship: Partner Start Date: 3/15/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: referring clients and businessesBusiness Name: Foley/Connelly Financial Partners, LLC Investment Related: Yes Address: 37 Elm Street West Springfield MA 01089 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: member, president Start Date: 12/31/2004 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: President, marketing, selling products and servicesBusiness Name: West Springfield Boys and Girls Club Investment Related: No Address: 615 Main Street West Springfield MA 01089 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Member Start Date: 6/15/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: we set policy and review financials and help with activities for the clubBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Calico Financial Investment Related: No Address: 69 Hale Street West Springfield MA 01089 Nature of Business: Other Back Office Operations Position, Title or Relationship: President Start Date: 12/10/2104 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Business ManagementBusiness Name: Ridgeline Financial Partners North, LLC DBA Daury Wealth Managment Investment Related: Yes Address: 243 King Street Suite 244 Northampton MA 01060 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Member Start Date: 7/1/2021 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Member, Registered Investment Advisor

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  1998-08-25

Other Names

• Chris Connelly
• Christopher T Connelly