Kathryn Lee Kelley

Current Employers

Employment History

• 09/2011 → Present
  The Huntington Investment Company
  Columbus, OH
• 01/2009 → 01/2026
  Ymca Of Greater Toledo
  Toledo, OH
• 11/2012 → Present
  New York Life Insurance Company
  Maumee, OH
• 11/2012 → Present
  Nylife Securities, Llc
  Maumee, OH
• 12/2012 → Present
  Eagle Strategies Llc
  Maumee, OH
• 03/2020 → 03/2023
  Salem Financial Group
  Toledo, OH
• 09/2021 → Present
  Silas Parker & Associates Llc
  Toledo, OH
• 03/2023 → Present
  Premise Financial Planning, Llc D/B/A Premise Financial Group
  Toledo, OH

Previous Registrations

• 2011-10-06 → 2012-10-10
  The Huntington Investment Company
  Toledo, OH
• 2007-04-27 → 2011-10-05
  Key Investment Services Llc
  Saline, MI
  Shelby Twp, MI
  Sandusky, OH
  Toledo, OH
  Toledo, OH
• 2003-06-23 → 2007-04-27
  Eagle Strategies Llc
  Bethesda, MD
  Maumee, OH
• 2001-09-28 → 2003-04-17
  Ameriprise Financial Services, Llc
  Columbia, MD

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1 SOUTH ST. CLAIR ST, STE 2D, TOLEDO, OH 43604; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NOTARY PUBLIC; 1 SOUTH ST. CLAIR STREET, TOLEDO, OH 43604; START DATE 01/2015; ROLE/TITLE: NOTARY; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Advocating Opportunity; Advocating Opportunity (AO) provides legal services and whole person advocacy for trafficked and exploited persons.; 1119 Adams Street, Second Floor Toledo, Ohio 43604; Start Date 10/2016; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Arts Commission of Greater Toledo; The Arts Commission has provided quality arts programming and services to the metropolitan Toledo area.; 1838 Parkwood Ave Suite 120 Toledo, OH 43604; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [SFG Holdings, LLC; I am 1/3 owner of the above listed LLC. The LLC owns a building that will be used as our detached office.; 413 Washington Street, Toledo, OH 43604; Start Date 06/2021; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; bldg management] [OPERATING UNDER THE DBA NAME OF SILAS PARKER & ASSOCIATES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; TOLEDO, OH; START DATE: XX09021] [OPERATING UNDER THE DBA NAME OF Premise Financial Planning, LLC D/B/A Premise Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TOLEDO, OH; START DATE: 03/2023]][Lourdes University; nonprofit university focused on teaching and learning. It provides undergraduate and graduate degree programs across liberal arts; 6832 Convent Blvd., Sylvania, OH 43560; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Provide strategic direction and oversight while acting in the organization's best interests. Fulfill fiduciary duties by exercising care, loyalty, and compliance with the organization's mission, finances, and legal obligations. Support leadership, represent the organization positively, and help ensure long-term sustainability.]

Exams

• S66 Uniform Combined State Law Examination
  2001-09-18

Other Names

• Kathryn Lee Sharpe-Kelley
• Kathryn Lee Sharpe
• Kathryn Lee Sharpe-Kelley