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Robert Joseph Kelly

Farther

San Francisco, CA

Crawford, NJ

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-12-06
TX RA APPROVED 2021-12-03
  • NJ RA
    APPROVED
    Since 2021-12-06
  • TX RA
    APPROVED
    Since 2021-12-03

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Crawford, NJ • 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
Jpmorgan Chase Bank Na Summit NJ 09/2017 06/2019
Grisanti Capital Management New York NY 05/2014 05/2017
Unemployed Na NJ 06/2014 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 06/2019 12/2021
Bank Of America, N.A. Short Hills NJ 07/2019 12/2021
Farther Finance Advisors, Llc Cranford NJ 12/2021 Present
  • 09/2017 → 06/2019
    Jpmorgan Chase Bank Na
    Summit, NJ
  • 05/2014 → 05/2017
    Grisanti Capital Management
    New York, NY
  • 06/2014 → 08/2017
    Unemployed
    Na, NJ
  • 06/2019 → 12/2021
    Short Hills, NJ
  • 07/2019 → 12/2021
    Bank Of America, N.A.
    Short Hills, NJ
  • 12/2021 → Present
    Farther Finance Advisors, Llc
    Cranford, NJ
Previous Registrations
Other Businesses

I*124749 For profit or not for profit: Non-Profit Organization Name of outside business organization: Imagine, A Center for Coping with Loss Investment related: N Address of business: Mountainside, New Jersey 07092 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 9/1/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the Board of Trustees for Imagine, A Center for Coping with Loss. Imagine provides free year-round grief loss services to children who have lost a loved one. Also sit on the Development committee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
S63 Uniform Securities Agent State Law Examination 2017-11-22
  • S66 Uniform Combined State Law Examination
    2019-06-24
  • S63 Uniform Securities Agent State Law Examination
    2017-11-22
Designations
Other Names
  • Robert Joseph Kelly
  • Bob Kelly
  • Robert J Kelly
  • Robert Kelly

View on SEC IAPD

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