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Current Employers
Continuum Advisory, Llc

873 E. State Street, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2016-04-05
  • MD RA
    APPROVED
    Since 2016-04-05

Branch Locations

810 E. College Pkwy, Annapolis, MD 21409 • United States

873 E. State Street, Eagle, ID 83616 • 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
Kelly Benfits, Inc. Annapolis MD 05/2015 Present
Kelly Financial Advisors Annapolis MD 07/2015 Present
Kelly Rick Management, Llc Annapolis MD 02/2016 Present
Signator Investors, Inc. Annapolis MD 05/2016 11/2017
Continuum Advisory, Llc Pleasanton CA 03/2016 Present
Triad Advisors, Inc. Norcross GA 11/2017 08/2024
Osaic Wealth, Inc. Annapolis MD 08/2024 Present
  • 05/2015 → Present
    Kelly Benfits, Inc.
    Annapolis, MD
  • 07/2015 → Present
    Kelly Financial Advisors
    Annapolis, MD
  • 02/2016 → Present
    Kelly Rick Management, Llc
    Annapolis, MD
  • 05/2016 → 11/2017
    Signator Investors, Inc.
    Annapolis, MD
  • 03/2016 → Present
    Pleasanton, CA
  • 11/2017 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Annapolis, MD
Previous Registrations
  • 2016-05-13 → 2017-11-17
    Signator Investors, Inc.
    Pleasanton, CA
    Annapolis, MD
  • 2015-07-17 → 2016-05-13
    St. Petersburg, FL
    Annapolis, MD
    Tampa, FL
    Pleasanton, CA
    St. Petersburg, FL
Other Businesses

1)Continuum Advisory,LLC;investment related;400 Main St,#200,Pleasanton,CA 94566;investment advisory;IAR;3/2016;40 hrs/month;6 hrs during trading;fee-based advisory,fee-based plans 2)Kelly Rick Management;not investment related;810 E. College Parkway,Annapolis,MD 21409;property & liability insurance;VP;2016;20 hrs/month;2 hrs during trading;sales & run company 3)Kelly Insurance & Investments,Inc;not investment related;8101 E. College Parkway,Annapolis,MD 21409;employee benefits,life ins,health insurance;VP-Sales;2015;80 hrs/month;4 hrs during trading;oversee ops for a benefits and insurance firm 4)Kelly Financial Advisors,LLC;investment related;810 E. College Parkway,Annapolis,MD 21409;investment planning-dba for RR & IAR business;IAR & RR/VP;2015;40 hrs/month;4 hrs during trading;dba for investment business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
  • S66 Uniform Combined State Law Examination
    2015-07-01
Other Names
  • Michael Andrew Kelly
  • Michael Andrew Kelly

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