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Michael Joseph Bertrand

The Kelly Group

Bel Air, MD

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Current Employers
The Kelly Group

48 East Gordon Street, Bel Air, MD 21014 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-06
  • MD RA
    APPROVED
    Since 2023-06-06

Branch Locations

48 East Gordon Street, Bel Air, MD 21014 • 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
Cambridge Investment Research, Inc Fairfield IA 06/2005 12/2020
The Kelly Group Bel Air MD 04/2003 Present
  • 06/2005 → 12/2020
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 04/2003 → Present
    The Kelly Group
    Bel Air, MD
Other Businesses

1. THE ARC NCR, 4513 PHILADELPHIA RD, ABERDEEN, MD, 06/2019. BOARD MEMBER. DEVOTES 4 HRS/MO. 0/TRADING. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-06
  • S65 Uniform Investment Adviser Law Examination
    2023-06-06

View on SEC IAPD

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MELISSA MARIE MULLAN
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Michael Hax Clayton
Bryan Angelilli
ALEC LLOYD MOURING
JOSEPH MICHAEL ANDERSEN

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · BEL AIR, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bel Air, MD
OSAIC WEALTH, INC. · BEL AIR, MD
FOUNDERS FINANCIAL SECURITIES LLC · BEL AIR, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BEL AIR, MD
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bel Air, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Bel Air, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Be Air, MD

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