Kelly Jo Taylor

Employer firm

Voya Retirement Advisors, LLC CRD 3989

$37.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Voya Retirement Advisors, Llc

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2012-10-10

MI RA
APPROVED

Since 2012-10-10

Branch Locations

Dewitt, MI • United States

One Orange Way, Windsor, CT 06095 • 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
Voya Financial	Lansing	MI	09/2014	Present
Voya Retirement Advisors	Lansing	MI	09/2014	09/2016
Voya Financial Advisors	Lansing	MI	09/2016	Present

09/2014 → Present

Voya Financial

Lansing, MI
09/2014 → 09/2016

Voya Retirement Advisors

Lansing, MI
09/2016 → Present

Voya Financial Advisors

Lansing, MI

Other Businesses

NAME OF ENTITY:FOSTER CARE/ADOPTION; No; 11663 WOOD RD; DEWITT; MI; 48820; FOSTER CARE/ADOPTION; FOSTER PARENT; 4/1/2020; 0; 0; FOSTER CARE LICENSE TO WORK TOWARD ADOPTING CHILDREN.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-02
S63	Uniform Securities Agent State Law Examination	2011-04-04

S65 Uniform Investment Adviser Law Examination

2012-10-02
S63 Uniform Securities Agent State Law Examination

2011-04-04

Other Names

Kelly Jo Taylor
Kelly Jo Sutterby

View on SEC IAPD