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Robert Michael Kelley

Mma Securities LLC

Boston, MA

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Current Employers
Mma Securities Llc

1166 Avenue Of The Americas, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-02-07
  • MA RA
    APPROVED
    Since 2020-02-07

Branch Locations

101 Huntington Ave Suite 401, Boston, MA 02199 • 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
L.M. Kohn & Company Cincinnati OH 01/2006 12/2017
Workplace Financial Advisors, Llc Auburndale MA 06/2018 Present
Workplace Financial Advisors, Llc Auburndale MA 08/2018 Present
Retirement Educators Norfolk MA 10/2005 12/2016
Retirement Educators Norfolk MA 10/2005 12/2016
John Hancock Rps Westwood MA 12/2017 06/2018
Mma Securities Boston MA 12/2019 Present
  • 01/2006 → 12/2017
    L.M. Kohn & Company
    Cincinnati, OH
  • 06/2018 → Present
    Workplace Financial Advisors, Llc
    Auburndale, MA
  • 08/2018 → Present
    Workplace Financial Advisors, Llc
    Auburndale, MA
  • 10/2005 → 12/2016
    Retirement Educators
    Norfolk, MA
  • 10/2005 → 12/2016
    Retirement Educators
    Norfolk, MA
  • 12/2017 → 06/2018
    John Hancock Rps
    Westwood, MA
  • 12/2019 → Present
    Mma Securities
    Boston, MA
Previous Registrations
  • 2018-10-26 → 2019-12-31
    Workplace Financial Advisors, Llc
    Auburndale, MA
  • 2006-02-06 → 2017-12-31
    L.M. Kohn & Company
    Norfolk, MA
    Norfolk, MA
    Cincinnati, OH
    Cincinnati, OH
  • 2005-10-21 → 2005-12-15
    Retirement Educators
    Norfolk, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-14
S63 Uniform Securities Agent State Law Examination 1993-01-27
  • S65 Uniform Investment Adviser Law Examination
    2005-10-14
  • S63 Uniform Securities Agent State Law Examination
    1993-01-27
Other Names
  • Rob Kelley

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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