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Daniel Joseph Kelley

Ellis Investment Partners, LLC

Berwyn, PA

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Current Employers
Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-27
PA RA APPROVED 2012-03-27
  • TX RA
    APPROVED_RES
    Since 2023-04-27
  • PA RA
    APPROVED
    Since 2012-03-27

Branch Locations

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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
Ellis Investment Partners, Llc Berwyn PA 03/2012 Present
Previous Registrations
  • 2001-04-20 → 2012-04-03
    Cms Wealth Management
    Wayne, PA
    Downingtown, PA
    Wayne, PA
Other Businesses

AGENT FOR SEVERAL INSURANCE COS VIA AN AGENCY TO SELL LTC, LIFE & HEALTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-20
S63 Uniform Securities Agent State Law Examination 1994-06-27
  • S65 Uniform Investment Adviser Law Examination
    1998-04-20
  • S63 Uniform Securities Agent State Law Examination
    1994-06-27

View on SEC IAPD

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