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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Fort Worth | TX | 10/2014 | 07/2017 |
| Northwestern Mutual Investment Services, Llc | Fort Worth | TX | 10/2014 | 07/2017 |
| Jp Morgan Chase Bank | Colleyville | TX | 07/2017 | 01/2018 |
| Jp Morgan Securities Llc | Colleyville | TX | 07/2017 | 01/2018 |
| Unemployed | Fort Worth | TX | 01/2018 | 03/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2018 | 09/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2023 |
| Raymond James Financial Services, Inc. | Saint Petersburg | FL | 05/2024 | 04/2026 |
| Raymond James Financial Services Advisors, Inc. | Saint Petersburg | FL | 05/2024 | 04/2026 |
| Unemployed | St. Petersburg | FL | 09/2023 | 05/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
(1)Name of Business: Keeley Integrated Services & Solutions LLC Address: 150 73rd Avenue North, Apartment 117, Saint Petersburg, FL, 33702, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I opened an LLC back in November 2023 to sell software licenses to the government via government contracts. I was unemployed at that time. I didn't sell any products back then and still haven't today. I recently received an e-mail from a friend related to what he does through his business with Real Estate and forwarded that e-mail to my Raymond James account because I couldn't see it on my mobile device. I haven't sold nor purchased any real estate through the LLC that I established.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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