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48 East Gordon Street, Bel Air, MD 21014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-04 |
| OH | RA | APPROVED | 2021-01-04 |
| TX | RA | APPROVED_RES | 2021-01-04 |
| CA | RA | APPROVED | 2021-01-02 |
| DE | RA | APPROVED | 2021-01-02 |
| MI | RA | APPROVED | 2021-01-02 |
| NH | RA | APPROVED | 2021-01-02 |
| NC | RA | APPROVED | 2021-01-02 |
| PA | RA | APPROVED | 2021-01-02 |
| SC | RA | APPROVED | 2021-01-02 |
| VA | RA | APPROVED | 2021-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 03/2000 | 12/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2006 | 12/2020 |
| The Kelly Group | Bel Air | MD | 08/1997 | Present |
| The Kelly Group | Bel Air | MD | 01/2021 | Present |
1) UPPER CHESAPEAKE MEDICAL CENTER BOARD OF DIRECTORS 500 UPPER CHESAPEAKE DRIVE BEL AIR, MD 21014. BEGAN 2/21/2024 CHAIR OF THE INVESTMENTS SUBCOMMITTEE OF THE FINANCE COMMITTEE; ACTIVE BOARD MEMBER FOR THE HOSPITAL. INVESTMENT RELATED. DEVOTES 5 HRS/MNTH. 5 DURING TRADING. NON-PROFIT ORGANIZATION. 2)UPPER CHESAPEAKE MEDICAL CENTER FOUNDATION, 500 UPPER CHESAPEAKE DRIVE, BEL AIR, MD 21014, BOARD MEMBER SINCE 7/1/13, NON-INVESTMENT RELATED, 5 HOURS MONTHLY DURING TRADING HOURS. 3)HARFORD BANK, 8 W. BEL AIR AVENUE, ABERDEEN, MD 21001, BEGAN 04/24/2014, AS BOARD DIRECTOR & CHAIRMAN OF AUDIT COMMITTEE, NOT INVESTMENT RELATED, DEVOTES 10 HRS/MO, 5 DURING TRADING HOURS. 4)COMMERCIAL REAL ESTATE, 48 EAST GORDON STREET, LLC, 54 EAST GORDON STREET, LLC, AND 60 EAST GORDON STREET, LLC, OWNER, NOT INVESTMENT RELATED - 0 HRS. 5)THE DARLINGTON COMPANY, 48-54 E GORDON ST, BEL AIR, MD, 1/2017 AS PRESIDENT/SECRETARY/TREASURER OF HOLDING COMPANY FOR EARNINGS FROM KELLY FINANCIAL GROUP. NON-INVESTMENT RELATED - 0 HRS. 6)KELLY FINANCIAL GROUP, LLC, DBA THE KELLY GROUP, 48 EAST GORDON STREET, BEL AIR, MD, RIA, 10/02/20, OWNER, INV REL, 1/WK- 0/TRADING 7)ATLAS POINT, LLC, 101 NORTH TRYON ST., SUITE 112, CHARLOTTE, NC 28246, BOARD MEMBER 12/2022, NON-INVESTMENT RELATED, 1 HOUR MONTHLY DURING TRADING HOURS. 8)CHAIRMAN OF A PUBLIC ENTITY - HARFORD COUNTY SPENDING AND AFFORDABILITY COMMITTEE 220 S MAIN STREET, BEL AIR, MD 21014 NON-INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. 2 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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