Taggert Marshall Kelly

Current Employers

Employment History

• 08/2014 → Present
  Edge Sports
  Spring Lake, MI
• 09/2014 → 06/2020
  Voya Financial Advisors
  Spring Lake, MI
• 06/2020 → Present
  Lpl Financial, Llc
  Spring Lake, MI

Previous Registrations

• 2010-09-07 → 2020-06-15
  Voya Financial Advisors, Inc.
  Spring Lake, MI
  Marinette, WI
  Spring Lake, MI
  Grand Haven, MI
  Spring Lake, MI
  Marinette, WI

Other Businesses

1. 10/01/2018 - KELLY LODGE,LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ S 192ND AVE, HESPERIA, MI 49421 2. 09/01/2014 - EDGE SPORTS, LLC./ BUSINESS OWNER/ NOT INVESTMENT RELATED/ 5%/ SPRING LAKE, MI 3. 08/01/2018 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 5%/ SPRING LAKE, MI 4. 06/01/2013 - TMK TRILLIUM, LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 2%/ SPRING LAKE, MI 5. 09/15/2009 - TAGGERT M. KELLY/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 9%/ SPRING LAKE, MI 6. 09/30/2022 - Great Lakes Financial Planning Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/26/2022 - 80 Hours Per Month/10 Hours During Securities Trading 7. 09/08/2023 - Ortho Edge - Business Owner - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 10 Hours Per Month/ 0 Hours During Trading 8. 02/01/2024 - Solar Plunge - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/17/2024 - 9 hrs/mo; 0 hrs during trading. 9. 02/25/2026 - GFX Trading I LLC - Series Taggert Kelly 2025 -Business Entity For Tax/Investment Purposes Only - Investment Related - Wilmington, DE - Start Date 02/03/2026 - 2 hours per month/ 1 hour during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-23
• S63 Uniform Securities Agent State Law Examination
  1995-11-21

Other Names

• Tag Kelly