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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 |
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 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-01 |
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