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Robert Kelly

Trust Advisory Group Ltd

Birmingham, AL

Reading, MA

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Current Employers
Trust Advisory Group Ltd

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-08-21
  • MA RA
    APPROVED
    Since 2019-08-21

Branch Locations

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

123 Haven Street Suite 2, Reading, MA 01867 • 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
Advisory Group Equity Services Woburn MA 01/2011 11/2024
Trust Advisory Group, Ltd Reading MA 04/2019 Present
Stonex Securities Inc Reading MA 12/2024 Present
  • 01/2011 → 11/2024
    Advisory Group Equity Services
    Woburn, MA
  • 04/2019 → Present
    Trust Advisory Group, Ltd
    Reading, MA
  • 12/2024 → Present
    Stonex Securities Inc
    Reading, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-08
  • S66 Uniform Combined State Law Examination
    2018-06-08

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
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