Matthew Howard Kelly

Current Employers

Employment History

• 12/2008 → 03/2025
  Next Financial Group Inc
  Houston, TX
• 12/2008 → Present
  Verus Financial
  Independence, OH
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-12-19 → 2025-04-09
  Next Financial Group, Inc.
  Independence, OH
• 2005-10-31 → 2008-12-22
  Osaic Services, Inc.
  Independence, OH
  Phoenix, AZ
• 2004-03-10 → 2005-10-31
  Sunamerica Securities, Inc.
  Independence, OH

Other Businesses

1. NAME OF OTHER BUSINESS: VERUS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 12/2008 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 2. NAME OF OTHER BUSINESS: SHAKER HEIGHTS YOUTH LACROSSE INC. INVESTMENT RELATED:NO ADDRESS: SHAKER HEIGHTS, OH NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: DIRECTOR OF THE YOUTH LACROSSE PROGRAM AND I SERVE AS THE PRESIDENT ON THE 501(C)3 NON-PROFIT 3. NAME OF OTHER BUSINESS: DGKM CORP; INVESTMENT RELATED: No; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 01/01/2000; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: .1; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: USED TO PAY MONTHLY BILLS.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-27
• S63 Uniform Securities Agent State Law Examination
  1992-11-03