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Kelly Nicole Wilson

Blue Rock Financial Group

Wilmington, DE

CRD 7055176

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Employer firm

Blue Rock Financial Group CRD 298558

$382M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Rock Financial Group

37458 Oyster House Road, Rehoboth Beach, DE 19971 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-01-13
  • DE RA
    APPROVED
    Since 2022-01-13

Branch Locations

112 S French Street Suite 105A, Wilmington, DE 19801 • 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
Dravo Bay Llc Willmington DE 10/2018 Present
American Heart Association Newark DE 06/2018 09/2018
Hockessin Athletic Club Hockessin DE 02/2018 05/2018
University Of Delaware Newark DE 08/2014 05/2018
Klondike Kates Newark DE 06/2014 10/2017
  • 10/2018 → Present
    Dravo Bay Llc
    Willmington, DE
  • 06/2018 → 09/2018
    American Heart Association
    Newark, DE
  • 02/2018 → 05/2018
    Hockessin Athletic Club
    Hockessin, DE
  • 08/2014 → 05/2018
    University Of Delaware
    Newark, DE
  • 06/2014 → 10/2017
    Klondike Kates
    Newark, DE
Designations
  • Certified Financial Planner
Other Names
  • Kelly Kaczmarczyk
  • Kelly Wilson

View on SEC IAPD

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