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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-04-05 |
| TX | RA | APPROVED | 2016-04-05 |
Branch Locations
810 E. College Pkwy, Annapolis, MD 21409 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Benefits, Inc. | Upper Marlboro | MD | 03/1999 | Present |
| Kelly Financial Advisors | Annapolis | MD | 04/2016 | Present |
| Signator Investors, Inc. | Annapolis | MD | 05/2016 | 11/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Kelly Risk Management, Llc | Annapolis | MD | 03/1999 | Present |
| Continuum Advisory, Llc | Pleasanton | CA | 03/2016 | Present |
| Osaic Wealth, Inc. | Annapolis | MD | 08/2024 | Present |
1) CONTINUUM ADVISORY, LLC POSITION: COO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/17/2016 ADDRESS: 873 E State St, Eagle ID 83616, United States DESCRIPTION: Focus on business development for Continuum Advisory. 2) KELLY FINANCIAL ADVISORS POSITION: Investment Advisor Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/17/1999 ADDRESS: 810 E College Pkwy, Annapolis MD 21409, United States DESCRIPTION: Investment Management 3) ACTING POSITION: Actor NATURE: Old Checks still come in from acting gigs 15+ years ago INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: N/A, Los Angeles CA 91505, United States DESCRIPTION: Acting 4) KELLY RISK MANAGEMENT LLC POSITION: CEO NATURE: Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/17/1999 ADDRESS: 810 E College Pkwy, Annapolis MD 21409, United States DESCRIPTION: CEO 5) KELLY INSURANCE & INVESTMENTS POSITION: CEO NATURE: Health Insurance Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 03/17/1999 ADDRESS: 810 E College Pkwy, Annapolis MD 21409, United States DESCRIPTION: CEO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
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