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Penn Valley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-02 |
| PA | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Global Asset Management | San Francisco | CA | 04/2014 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2017 | 10/2017 |
| Ics, Inc. | Jacksonville | FL | 10/2017 | 02/2021 |
| Kell Capital, Llc | Philadelphia | PA | 04/2021 | 09/2023 |
| Kell Capital, Llc | Penn Vally | PA | 06/2020 | Present |
| Kell Capital, Llc | Penn Valley | PA | 02/2025 | Present |
Vergaux Properties, LLC; Founder; Investment related: Yes; Penn Valley, PA; Own some rental properties passively.; Duties: Own properties with wife. She manages them.; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1; Kell Holdings, LLC; Owner; Investment related: No; 730 Bryn Mawr Avenue, Penn Valley, PA 19072; Education company. Wrote an ebook about my trading strategy and did a course about trading strategies.; Duties: Wrote an ebook and did a course. The only remaining responsibility is checking in with the 3PL that ships the books once a week.; 2021-02-03; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 50; KV Preipo LLC; Investment related: Yes; 730 Bryn Mawr Avenue, Penn Valley, PA 1902; Myself, my wife, my brother in life, and my brother invested in a few private companies. We each put up $15,000 so a very small amount of money.; 2021-10-12; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Oliver Henry Kell is the owner of Lunch Pail Properties, LLC where he owns property with his wife and brother. Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-05 |
| S66 | Uniform Combined State Law Examination | 2017-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-30 |
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