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26676 Woodward Avenue, Royal Oak, MI 48067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2020 | 12/2023 |
| Copper Partners Ii, Inc. D/B/A Kelly Capital Partners | Southfield | MI | 03/2012 | Present |
| Kelly Wealth Management, Inc | Southfield | MI | 12/2023 | Present |
COPPER PARTNERS II DBA KELLY CAPITAL PARTNERS, INVESTMENT RELATED; 29100 NORTHWESTERN HIGHWAY, SUITE 320, SOUTHFIELD, MI 48034; INSURANCE AGENT; 01/11/2017; 160 HOURS PER MONTH DEVOTED; 80 HOURS PER MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
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