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10 Forbes Road Ste 130, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 08/2015 | 05/2019 |
| Kelly Financial Services | Braintree | MA | 06/2019 | Present |
| Kelly Financial Services | Braintree | MA | 06/2017 | 08/2017 |
| Kelly Financial Services | Braintree | MA | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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