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Kelly Orris

Ellsworth Advisors, LLC

Hudson, OH

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Current Employers
Ellsworth Advisors, Llc

1764 Georgetown Road, Hudson, OH 44236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-08-04
  • OH RA
    APPROVED
    Since 2021-08-04

Branch Locations

1764 Georgetown Road, Hudson, OH 44236 • 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
OrganizationCityStateFromTo
Gymboree Play & Music Westlake OH 04/2016 08/2018
Kamm Investment Company Cleveland OH 01/2016 12/2018
Unemployed Rocky River OH 01/2019 12/2019
Kaulig Companies Hudson OH 01/2020 12/2020
Ellsworth Advisors, Llc Hudson OH 01/2021 Present
  • 04/2016 → 08/2018
    Gymboree Play & Music
    Westlake, OH
  • 01/2016 → 12/2018
    Kamm Investment Company
    Cleveland, OH
  • 01/2019 → 12/2019
    Unemployed
    Rocky River, OH
  • 01/2020 → 12/2020
    Kaulig Companies
    Hudson, OH
  • 01/2021 → Present
    Ellsworth Advisors, Llc
    Hudson, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-29

View on SEC IAPD

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Other Offices

JANNEY MONTGOMERY SCOTT LLC · Hudson, OH
LPL FINANCIAL LLC · HUDSON, OH
WELLS FARGO CLEARING SERVICES, LLC · HUDSON, OH
AMERIPRISE FINANCIAL SERVICES, LLC · HUDSON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · HUDSON, OH
PFS INVESTMENTS INC. · STOW, OH
PFS INVESTMENTS INC. · STOW, OH
EDWARD JONES · HUDSON, OH

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