Scott David Kelly

Current Employers

Employment History

• 01/2016 → 07/2017
  Waddell & Reed, Inc.
  Lynnwood, WA
• 07/2017 → 01/2024
  Wells Fargo Clearing Services, Llc
  Edmonds, WA
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Bothell, WA
• 01/2024 → Present
  Raymond James Financial Services, Inc.
  Bothell, WA

Previous Registrations

• 2017-07-31 → 2024-01-26
  Wells Fargo Clearing Services, Llc
  Lynnwood, WA
• 2016-11-10 → 2017-08-01
  Waddell & Reed
  Lynnwood, WA
  Seattle, WA

Other Businesses

(1)Name of Business: Business Network International Address: 304 Lincoln Ave, Mukilteo, WA, 98275, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Lead weekly chapter meetings and ensure they follow BNI's structured agenda\nSupport chapter leadership team and foster member engagement\nRepresent the chapter in regional BNI communications and events\nPromote BNI values and maintain a positive, professional culture\nMonitor chapter performance and drive growth through collaboration (2)Name of Business: Generosity University at Compass City Church Address: 6525 Maltby Rd, Woodinville, WA, 98072, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 01/21/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-presenter for Faith and Finances, powered by Generosity University at Compass City Church (3)Name of Business: Legacy Wealth Partners Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012-5246, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/10/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Financial Advisor. (4)Name of Business: Scott D. Kelly, P.C. Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012-5246, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work with CPA to pay taxes and file annual return.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-10
• S63 Uniform Securities Agent State Law Examination
  2016-10-11