Kelley Jean Trilling

Current Employers

Employment History

• 01/2020 → 11/2024
  Ameriprise Financial Services, Llc
  Riverdale, NJ
• 06/2016 → 01/2020
  Adp Retirement Services
  Florham Park, NJ
• 01/2020 → 11/2024
  Burklow & Rotella, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Global Advisory, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Solutions, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Advisory, Llc
  Riverdale, NJ

Previous Registrations

• 2023-09-07 → 2024-11-20
  Ameriprise Financial Services, Llc
  Riverdale, NJ
  Hawthorne, NJ

Other Businesses

1) Real Estate Ownership; Multi-Family; City/State: Hawthorne, NJ; Not Investment-Related; 09/01/1996. Fiduciary Activities; Named or act in a fiduciary capacity, such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. 2) Name of Business: Two Family Residential Rental Property; City/State: Hawthorne, NJ; Activity Type: Real Estate for Rent/Lease; Position/Title: Owner; Investment-related: No; Start Date: 04/01/2004; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of Duties: Landlord. Manage all rental related duties. 3) New Jersey Notary; City/State: Hawthorne, NJ; Activity Type: Notary; Postion/Title: Notary Public; Investment-Related: No; Start Date: 03/25/2021; Hours per month devoted to this business: <4; Hours per month deoved to this business during trading hours: <4; Description of Duties: Notarize documents.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Kelley Jean Trilling
• Kelley Jean Armstrong
• Kelley J Trilling