Tammy Kelly Defelice

Current Employers

Employment History

• 05/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Kelly & Company Wealth Partners Llc
  Tolland, CT

Previous Registrations

• 2015-05-21 → 2016-05-16
  Northwestern Mutual Investment Services, Llc
  West Hartford, CT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE. 2. NAME OF OTHER BUSINESS: DBA KELLY & YOWELL FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/08/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS; 3. NAME OF OTHER BUSINESS: TOLLAND COUNTY CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 30 LAFAYETTE SQ, TOLLAND, CT 06084; NATURE OF BUSINESS: NETWORKING; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MEMBER OF CHAMBER OF COMMERCE; 4. NAME OF OTHER BUSINESS: TUESDAY RISE & SHINE; INVESTMENT RELATED: NO; ADDRESS: 30 HYDE AVENUE VERNON, CT 06066; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: EXECUTIVE BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ASSIST IN THE CREATION AND OVERSIGHT OF NEW NETWORKING GROUP AS A SUBSET OF THE TOLLAND COUNTY CHAMBER OF COMMERCE; 5. NAME OF OTHER BUSINESS: BNI BUCKLAND HILLS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE WEEKLY MEETINGS FOR THE GROUP, AND PASS AND RECEIVE REFERRALS; 6. NAME OF OTHER BUSINESS: KELLY & COMPANY WEALTH PARTNERS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERIVCES; 7. NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PRO BONO SERVICES; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING PRO BONO SERVICES TO VETERANS AND THEIR FAMILIES;

Exams

• S66 Uniform Combined State Law Examination
  2015-05-20
• S63 Uniform Securities Agent State Law Examination
  2013-12-17

Other Names

• Tammy Christine Kelly
• Tammy Kelly Yowell