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Julie Denten Kelly

Logan Capital Management, Inc.

Newtown Square, PA

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Current Employers
Logan Capital Management, Inc.

3817 West Chester Pike, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-09-01
  • PA RA
    APPROVED
    Since 2010-09-01

Branch Locations

3817 West Chester Pike, Newtown Square, PA 19073 • 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
Logan Capital Management, Llc Ardmore PA 11/2009 Present
  • 11/2009 → Present
    Logan Capital Management, Llc
    Ardmore, PA
Previous Registrations
  • 2008-06-02 → 2009-11-20
    Corestates Capital Advisors, Llc
    Newtown, PA
  • 2007-07-02 → 2008-06-10
    Bny Mellon Securities Corporation
    Philadelphia, PA
  • 2003-03-11 → 2007-07-02
    Mbsc, Llc
    Philadelphia, PA
    Philadelphia, PA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-27
  • S66 Uniform Combined State Law Examination
    2003-02-27

View on SEC IAPD

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Other Offices

UP FINTECH ASSET MANAGEMENT · NEWTOWN SQUARE, PA
NEWSQUARE CAPITAL, LLC · NEWTOWN SQUARE, PA
LYNCH INVESTMENT PLANNING, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · Newtown Square, PA
PRIVATE ADVISOR GROUP, LLC · Newtown Square, PA
CETERA INVESTMENT ADVISERS LLC · NEWTOWN SQUARE, PA
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