John Bruce Kelly

Current Employers

Heritage Advisors Group, Inc.

761 Maitland Ave., Altamonte Springs, FL 32701 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01
NC	RA	APPROVED	2020-08-27
TX	RA	APPROVED_RES	2020-03-31

FL RA
APPROVED

Since 2025-01-01
NC RA
APPROVED

Since 2020-08-27
TX RA
APPROVED_RES

Since 2020-03-31

Branch Locations

761 Maitland Ave., Altamonte Springs, FL 32701 • 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

Organization	City	State	From	To
Heritage Advisors Group, Inc.	Winter Park	FL	02/2020	Present
Financial Centers Of America	Winter Park	FL	01/2001	Present

02/2020 → Present

Heritage Advisors Group, Inc.

Winter Park, FL
01/2001 → Present

Financial Centers Of America

Winter Park, FL

Other Businesses

1) INSURANCE AGENT - 06/2003 TO PRESENT. INVESTMENT RELATED. 147 E. LYMAN AVENUE, SUITE D, WINTER PARK, FL 32789. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-24

S65 Uniform Investment Adviser Law Examination

2019-08-24

Other Names

John Kelly

View on SEC IAPD

Current Employers

Heritage Advisors Group, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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