Kelly Mcmahon

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James Financial Services, Inc	Cincinnati	OH	06/2016	02/2017
Raymond James Financial Services, Inc	Cincinnati	OH	02/2017	07/2020
Raymond James Financial Services Advisors Inc.	Cincinnati	OH	08/2017	07/2020
Park National Bank Of Southwest Ohio & N Ky	Cincinnati	OH	06/2016	07/2020
United Way Of Greater Cincinnati	Cincinnati	OH	02/2018	03/2020
Fidelity Investments	Covington	KY	09/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 02/2017

Raymond James Financial Services, Inc

Cincinnati, OH
02/2017 → 07/2020

Raymond James Financial Services, Inc

Cincinnati, OH
08/2017 → 07/2020

Raymond James Financial Services Advisors Inc.

Cincinnati, OH
06/2016 → 07/2020

Park National Bank Of Southwest Ohio & N Ky

Cincinnati, OH
02/2018 → 03/2020

United Way Of Greater Cincinnati

Cincinnati, OH
09/2020 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

2020-11-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2017-08-22 → 2020-07-31

Raymond James Financial Services Advisors, Inc

Cincinnati, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-17

Other Firms