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332 Encinitas Blvd Suite 100, Encinitas, CA 92024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-29 |
| CA | RA | APPROVED | 2016-05-11 |
Branch Locations
332 Encinitas Blvd Suite 100, Encinitas, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Airgead Clann Llc | Thousand Oaks | CA | 01/2011 | 12/2017 |
| Kelly Financial Group Llc | Encinitas | CA | 05/2016 | Present |
| Sean M Kelly, Ea | Encinitas | CA | 03/2020 | Present |
Sean Kelly is the sole member and investment adviser representative for Kelly Financial Group (KFG). Sean also is an Enrolled Agent and prepares tax returns for clients as a separate business with a separate client engagement at the same office in Encinitas, CA. He has been doing this since Jan, 2020 and dedicates 15-20 hours/week during Feb-Apr and about 5 hours/week outside of those months.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-02 |
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