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Kelly Gee

Stephens

Atlanta, GA

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Current Employers
Stephens

111 Center St, Little Rock, AR 72201 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-01-25
LA RA APPROVED 2022-05-02
TX RA APPROVED 2022-05-02
  • GA RA
    APPROVED
    Since 2023-01-25
  • LA RA
    APPROVED
    Since 2022-05-02
  • TX RA
    APPROVED
    Since 2022-05-02

Branch Locations

3344 Peachtree Road, Atlanta, GA 30326 • 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
Catalina St. Petersburg FL 09/2013 01/2017
Peerfit Tampa FL 01/2017 11/2019
N/A Tampa FL 11/2019 02/2020
Fis St. Petersburg FL 02/2020 12/2020
N/A Alpharetta GA 01/2021 07/2021
Wells Fargo Cumming GA 07/2021 12/2021
Stephens Inc. Shreveport LA 01/2022 01/2023
Stephens Inc. Atlanta GA 01/2023 03/2025
Stephens Atlanta GA 03/2025 Present
  • 09/2013 → 01/2017
    Catalina
    St. Petersburg, FL
  • 01/2017 → 11/2019
    Peerfit
    Tampa, FL
  • 11/2019 → 02/2020
    N/A
    Tampa, FL
  • 02/2020 → 12/2020
    Fis
    St. Petersburg, FL
  • 01/2021 → 07/2021
    N/A
    Alpharetta, GA
  • 07/2021 → 12/2021
    Wells Fargo
    Cumming, GA
  • 01/2022 → 01/2023
    Stephens Inc.
    Shreveport, LA
  • 01/2023 → 03/2025
    Stephens Inc.
    Atlanta, GA
  • 03/2025 → Present
    Stephens
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-29
  • S66 Uniform Combined State Law Examination
    2022-04-29
Other Names
  • Kelly Michelle Gee

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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