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William Paul Kelleher

Lee, Kelleher & Klein Wealth Management

Ellicott City, MD

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Current Employers
Lee, Kelleher & Klein Wealth Management

Ellicott City, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-08-07
TX RA APPROVED 2024-08-07
  • MD RA
    APPROVED
    Since 2024-08-07
  • TX RA
    APPROVED
    Since 2024-08-07

Branch Locations

Ellicott City, MD • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 12/2021 07/2024
Opentext Gaithersburg MD 04/2021 12/2021
Unemployed Ellicott City MD 12/2020 04/2021
Foothold Technology New York NY 09/2018 12/2020
Unemployed Hoboken NJ 07/2018 09/2018
Yelp Inc New York NY 06/2016 09/2018
Bank Of America, N.A. Columbia MD 02/2022 07/2024
Lee-Kelleher Wealth Management Fulton MD 06/2024 Present
  • 12/2021 → 07/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Columbia, MD
  • 04/2021 → 12/2021
    Opentext
    Gaithersburg, MD
  • 12/2020 → 04/2021
    Unemployed
    Ellicott City, MD
  • 09/2018 → 12/2020
    Foothold Technology
    New York, NY
  • 07/2018 → 09/2018
    Unemployed
    Hoboken, NJ
  • 06/2016 → 09/2018
    Yelp Inc
    New York, NY
  • 02/2022 → 07/2024
    Bank Of America, N.A.
    Columbia, MD
  • 06/2024 → Present
    Lee-Kelleher Wealth Management
    Fulton, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-03-11

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