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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-14 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Insurance Llc Dba Abc's Of Retirement & Income Planning | Lynden | WA | 10/1990 | 03/2026 |
| Simplicity Wealth | Summit | NJ | 03/2026 | Present |
| Michael P. Kelly Finanical Solutions | Lynden | WA | 03/2026 | Present |
| Simplicity Group | Spring | TX | 09/2014 | Present |
Michael Patrick Kelly; not investment related; 09/15/2014; 10200 Grogans Hill Rd, #300, Spring, TX 77380; Registered Insurance Agent; approximate number of hours/month you devote to the other business 40 during trading hours; Independent insurance agent primarily selling annuities. Michael P. Kelly Financial Solutions; not investment related; 09/15/2014; 10200 Grogans Hill Rd, #300, Spring, TX 77380; Insurance Sales; approximate number of hours/month you devote to the other business 40 during trading hours; Independent insurance agent primarily selling annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-04 |
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