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James Patrick Kelly

North Point Portfolio Managers Corporation

Orange Village, OH

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Current Employers
North Point Portfolio Managers Corporation

100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-25
  • OH RA
    APPROVED
    Since 2026-03-25

Branch Locations

100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • 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
OrganizationCityStateFromTo
Victory Capital Management Brooklyn OH 08/2015 05/2021
North Point Portfolio Managers Corporation Orange Village OH 06/2021 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-29
  • S63 Uniform Securities Agent State Law Examination
    2014-05-29
Designations
Other Names
  • James Patrick Kelly
  • Pat Kelly

View on SEC IAPD

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