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The Kelly Group CRD 310140
$1.13B regulatory AUM 11 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
48 East Gordon Street, Bel Air, MD 21014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-26 |
| OH | RA | APPROVED | 2021-01-04 |
| CA | RA | APPROVED | 2021-01-02 |
| DE | RA | APPROVED | 2021-01-02 |
| MD | RA | APPROVED | 2021-01-02 |
| NC | RA | APPROVED | 2021-01-02 |
| PA | RA | APPROVED | 2021-01-02 |
| VA | RA | APPROVED | 2021-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 06/2016 | 11/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | 11/2020 |
| The Kelly Group | Bel Air | MD | 01/2017 | 08/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 11/2020 |
| The Kelly Group | Bel Air | MD | 11/2020 | Present |
| The Kelly Group | Bel Air | MD | 08/2020 | Present |
Financial Planning Association of Maryland, Non-Investment Related, PO Box 799, Reisterstown, MD, Professional Development Organization, Officer, 1/01/24, 2.5 HRS/MO, 1 TRADING HR/ MO, Work with Professional and Other Board Members to Develop Educational Programming.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-04 |
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