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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30

Branch Locations

Manvel, TX • United States

730 Town And Country Blvd Ste 275, Houston, TX 77024 • 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
Dealerweb Inc. Jersey City NJ 06/2021 10/2025
Alexis Advisors, Llc Richmond VA 01/2020 04/2021
University Of Richmond Richmond VA 08/2017 03/2020
Young Women's Leadership School Of Brooklyn Brooklyn NY 09/2013 06/2017
Lpl Financial Llc Houston TX 10/2025 Present
  • 06/2021 → 10/2025
    Dealerweb Inc.
    Jersey City, NJ
  • 01/2020 → 04/2021
    Alexis Advisors, Llc
    Richmond, VA
  • 08/2017 → 03/2020
    University Of Richmond
    Richmond, VA
  • 09/2013 → 06/2017
    Young Women's Leadership School Of Brooklyn
    Brooklyn, NY
  • 10/2025 → Present
    Houston, TX
Other Businesses

1- 06/30/2026 - Rover - Outside/W-2 Employment - Not Investment Related - Seattle, WA - Start Date 06/05/2026 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-30
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2025-09-30
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01
Other Names
  • Kayla Connelly
  • Kayla Valerie Connelly

View on SEC IAPD

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