Peter D. Kelly

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-22
PA	RA	APPROVED	2023-06-29

Branch Locations

4700 Jonestown Rd, Harrisburg, PA 17109 • United States

986 Lititz Pike, Lititz, PA 17543 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Pnc Investments	Pittsburgh	PA	09/2012	02/2017
Santander Bank, Na	Lancaster	PA	02/2017	11/2017
Santander Securities Llc	San Juan	PR	02/2017	11/2017
Bb&T Securities, Llc	Richmond	VA	01/2018	07/2020
Bb&T Bank (Now Truist Bank)	York	PA	11/2017	07/2020
Unemployed	York	PA	08/2020	08/2020
Prudential Insurance Company Of America	York	PA	09/2020	06/2023
Pruco Securities, Llc.	York	PA	09/2020	06/2023
J.P. Morgan Securities Llc	Harrisburg	PA	06/2023	Present
Jpmorgan Chase Bank, N.A.	Harrisburg	PA	06/2023	Present
Truist	Charlotte	NC	11/2017	07/2020
The Pnc Financial Services Group, Inc	Pittsburgh	PA	09/2012	02/2017
Bb&T Investment Services, Inc.	Charlotte	NC	12/2017	01/2018
White Rose Wealth Management Llc	York	PA	11/2020	06/2023

2020-09-22 → 2023-06-27

Pruco Securities, Llc.

York, PA

Camp Hill, PA

York, PA

York, PA
2018-01-02 → 2020-07-30

Bb&T Securities, Llc

York, PA

Charlotte, NC

Lancaster, PA
2017-12-13 → 2018-01-02

Bb&T Investment Services, Inc.

Charlotte, NC

Lancaster, PA
2017-02-27 → 2017-11-15

Santander Securities Llc

Lancaster, PA

Harrisburg, PA

New Holland, PA

Lancaster, PA

Lancaster, PA

Lancaster, PA

Ephrata, PA

Pine Grove, PA

Schuylkill Haven, PA

Schuylkill Haven, PA
2012-11-01 → 2017-02-27

Pnc Wealth Management Llc

Lancaster, PA

Camp Hill, PA

Camp Hill, PA

Lancaster, PA
2011-07-05 → 2012-03-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

York, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-07-01
S63	Uniform Securities Agent State Law Examination	2010-08-18

Other Firms