Kelly Jean Boylan

Current Employers

Employment History

• 06/2018 → 09/2018
  Harrahs
  Atlantic City, NJ
• 06/2013 → 09/2016
  Dairy Queen
  Egg Harbor Twp., NJ
• 05/2015 → 09/2017
  Andres
  Brigantine, NJ
• 08/2019 → Present
  Plan One Financial Group
  Deptford, NJ
• 08/2010 → 08/2019
  Student
  Montclair, NJ
• 09/2020 → 09/2023
  Sagepoint Financial, Inc.
  Deptford, NJ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Deptford, NJ

Previous Registrations

• 2023-04-12 → 2023-09-01
  Osaic Services, Inc.
  Deptford, NJ

Other Businesses

1. PLAN ONE FINANCIAL GROUP POSITION: PLANNING ADMINISTRATOR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2019 ADDRESS: 901 COOPER STREET, DEPTFORD NJ 08096, United States DESCRIPTION: - Rebalancing - Distribution/contribution requests - Process & prep client account related paperwork/requests - Manage client RMD's - Data input to Right Capital - Rollover calls - Scheduling meetings 2. HOWARD MATTSON LLC POSITION: PLANNING ADMINISTRATOR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2019 ADDRESS: 901 COOPER STREET, DEPTFORD NJ 08096, United States DESCRIPTION: - Rebalancing - Rollover Calls - Process distributions/contributions as requested - Process & prep client account related paperwork/requests - Data input to Right Capital - Scheduling meetings - Managing all client RMD's

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03