Theodore Michael Kelly

Current Employers

Kelly Financial Planning, Llc

9435 Waterstone Blvd Suite 140, Cincinnati, OH 45249 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2017-02-24

OH RA
APPROVED

Since 2017-02-24

Branch Locations

9435 Waterstone Blvd Suite 140, Cincinnati, OH 45249 • 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

Organization	City	State	From	To
Kelly Financial Planning, Llc	Mason	OH	02/2017	Present
Rotary International	Mason	OH	07/2016	06/2017
Right Path Enterprises, Llc	Mason	OH	07/2016	Present

02/2017 → Present

Kelly Financial Planning, Llc

Mason, OH
07/2016 → 06/2017

Rotary International

Mason, OH
07/2016 → Present

Right Path Enterprises, Llc

Mason, OH

Other Businesses

Warsaw Federal Savings and Loan, 7800 E. Kemper Rd., Suite 140, Cincinnati, OH 45249. Investment related - banking. Independent Board Member. Attend Board of Director meetings. Start: July 1, 2023. 4-5 hours per month.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-09-02
S65	Uniform Investment Adviser Law Examination	1995-11-24

S63 Uniform Securities Agent State Law Examination

1998-09-02
S65 Uniform Investment Adviser Law Examination

1995-11-24

Designations

Other Names

Mike Kelly
Theodore Kelly
Michael Theodore Kelly

View on SEC IAPD

Current Employers

Kelly Financial Planning, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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