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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-08 |
Branch Locations
873 E. State Street, Eagle, ID 83616 • United States
810 E College Parkway, Annapolis, MD 21409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantler's Riverside | Annapolis | MD | 06/2012 | 07/2020 |
| Kelly Financial Advisors | Annapolis | MD | 06/2016 | 01/2020 |
| Wealth Management Associates | Eagle | ID | 08/2020 | 08/2021 |
| Kelly Financial Advisors | Annapolis | MD | 09/2021 | Present |
1) Kelly Financial Advisors; Investment-related; 99 Cathedral Street, Annapolis, MD 21401; dba for business; Advisory Services; IAR; 9/7/21; 160 hrs/mo 2) Kelly Insurance & Investments, Inc; not investment related; 99 Cathedral Street, Annapolis, MD 21401; life, health & disability insurance sales; 20 hrs/mo; 2 hrs during trading; sales and service 3) Kelly Risk Management; not investment related; 99 Cathedral Street, Annapolis, MD 21401; property & liability insurance sales and service; 20 hrs/mo; 2 hrs during trading; sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-22 |
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