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William Patrick Kelly

Generous Wealth Management

Hull, MA

Marshfield, MA

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Current Employers
Generous Wealth Management

Marshfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-02-28
  • MA RA
    APPROVED
    Since 2024-02-28

Branch Locations

Hull, MA • United States

Marshfield, MA • 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
Verity Capital Management, Llc Norwell MA 10/2010 11/2023
Generous Wealth Managment Marshfield MA 10/2023 Present
  • 10/2010 → 11/2023
    Verity Capital Management, Llc
    Norwell, MA
  • 10/2023 → Present
    Generous Wealth Managment
    Marshfield, MA
Previous Registrations
  • 2010-12-14 → 2023-12-24
    Verity Capital Management, Llc
    Norwell, MA
  • 2005-03-28 → 2010-12-31
    Cambridge Investment Research Advisors, Inc.
    Norwell, MA
    Hull, MA
  • 2004-08-24 → 2005-03-28
    Cambridge Investment Research, Inc.
    Norwell, MA
    Hull, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-17
  • S66 Uniform Combined State Law Examination
    2004-05-17
Other Names
  • Bill Kelly

View on SEC IAPD

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