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100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-10 |
| CT | RA | APPROVED | 2020-08-12 |
Branch Locations
100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
652 Boston Post Road Suite 3, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 09/2013 | 04/2017 |
| Hammond Iles Wealth Advisors | Wethersfield | CT | 04/2014 | 06/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 08/2018 |
| Pittsburgh Penguins | Pittsburgh | PA | 08/2016 | 05/2017 |
| Ceros Financial Services, Inc. | Rockville | MD | 08/2018 | 03/2022 |
| Kelly Financial Group, Llc D/B/A Hammond Iles Wealth Advisors | Wethersfield | CT | 08/2018 | Present |
| Kelly Financial Group, Llc D/B/A Hammond Iles Wealth Advisors | Wethersfield | CT | 08/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | Present |
1) 1. Kelly Financial Group, LLC d/b/a Hammond Iles Wealth Advisors 2. Investment Related 3. Office of Employment Address 4. RIA 5. Portfolio Manager/IAR 6. 08/2018 7. 120 hrs/mo 8. 120 hrs during trading 9. Review and advise clients on the allocation of their investment portfolios. As Portfolio Manager I work with our Chief Investment Officer to monitor and manage the investments for our firm's client portfolios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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