Kelly Allman

Current Employers

Garrett Capital Investment Management

Kaysville, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-06-13

UT RA
APPROVED

Since 2024-06-13

Branch Locations

Pleasant Grove, UT • 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

Organization	City	State	From	To
Garrett Capital Investment Management	Salt Lake City	UT	12/2016	01/2023
Investools From Td Ameritrade	Salt Lake City	UT	10/2014	10/2016
Kestra Advisory Services Llc	Salt Lake City	UT	01/2023	Present

12/2016 → 01/2023

Garrett Capital Investment Management

Salt Lake City, UT
10/2014 → 10/2016

Investools From Td Ameritrade

Salt Lake City, UT
01/2023 → Present

Kestra Advisory Services Llc

Salt Lake City, UT

Previous Registrations

2023-02-03 → 2024-02-27

Kestra Advisory Services, Llc

South Jordan, UT

Austin, TX
2017-01-06 → 2023-03-30

Garrett Capital Investment Management

Pleasant Grove, UT

Other Businesses

Business Name: B&L Ventures INSTITUTE OF FINANCIAL EDUCATION POSITION: independent contractor NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2020 ADDRESS: 1935 West 4700 South #115, Taylorsville UT 84129, United States DESCRIPTION: I teach one class three times a week and I teach individual clients through zoom at nights and on weekends (outside of my normal work schedule).

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-09-09
S65	Uniform Investment Adviser Law Examination	2017-01-06

S63 Uniform Securities Agent State Law Examination

2023-09-09
S65 Uniform Investment Adviser Law Examination

2017-01-06

Other Names

Kelly Jay Allman

View on SEC IAPD