Lelamarie Kelly

Employer firm

Life Unlocked Partners LLC CRD 318642

$14.8M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• OTHER CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Tennenbaum & Kelly, Inc.
  Venice, CA
• 06/2018 → 12/2018
  Rgp Legal
  Los Angeles, CA
• 01/2011 → Present
  Law Office Of Lelamarie S. Kelly
  Manhattan Beach, CA
• 04/2021 → 06/2023
  Carbon Law Group
  Los Angeles, CA
• 12/2021 → Present
  Life Unlocked Partners Llc
  Venice,, CA
• 12/2023 → Present
  Leyland Cypress Llc
  Long Beach, CA

Other Businesses

Name: LSK Legal, A Professional Law Corporation Investment-related: No. Address: 6 Bermuda Ct., Manhattan Beach, CA 90266 Nature: legal services Position: Owner Start date: 08/2010 Number of hours: 40 hours Number of hours during securities trading hours: 10 hours Duties: represent client in a variety of legal matters Name: Tennenbaum & Kelly, Inc. Investment-related: Yes, all privately held investments Address: 620 Harbor St. #3, Venice, Ca 90291 Nature: privately held investments Position: Principal (and general counsel) Start date: 01/2011 Number of hours: 20 hours Number of hours during securities trading hours: 10 hours Duties: handle all legal related matters such as compliance, insurance and filings MailRoute, Inc. NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: email security Title: Chief Financial Officer Start date: 08/2012 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: monthly financial reporting, bank and client account reconciliation SCBI Online Store, LLC NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: Skincare Title: Chief Financial Officer Start date: 04/2016 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: monthly financial reporting, bank and client account reconciliation MailRoute, Inc. NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: email security Title: General Counsel Start date: 08/2012 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: legal oversight on all aspects of business SCBI Online Store, LLC NOT investment-related Address: 620 Harbor St #3, Venice, CA 90291 Nature of business: Skincare Title: General Counsel Start date: 04/2016 Approx hours/month: 4 Hours devoted during securities trading hours: 0 Description of duties: legal oversight on all aspects of business

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-24