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2100-925 West Georgia Street, Vancouver V6C3L2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-31 |
Branch Locations
Suite 2100 925 West Georgia Street, Vancouver, Bc V6C 3L2 • Canada
1000-1175 Douglas Street, Victoria, British Columbia V8W 2E1 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donnelly Advisor Group | Victoria, British Columbia | 06/2020 | 05/2022 | |
| Union Club Of British Columbia | Victoria | 08/2010 | 12/2018 | |
| Monarch Retirement Strategies | Calabasas | CA | 06/2018 | 11/2020 |
| Raymond James Ltd | Victoria, British Columbia | 05/2022 | Present | |
| Raymond James Financial Planning Ltd. | Victoria, British Columbia | 05/2022 | Present |
RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. Eileen Kelly IS LOCATED AT 1000-1175 Douglas Street, Victoria, British Columbia. AND HAS BEEN EMPLOYED SINCE May 16, 2022. She IS A FULL TIME AGENT AND HER TITLE WHIT RJL IS "Financial Advisor". SHE DEVOTES 160 HOURS AMONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES ARE FINANCIAL ADVISOR. RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. Eileen Kelly IS LOCATED AT SUITE 1000, 1175 DOUGLAS STREET, VICTORIA, BRITISH COLUMBIA, CANADA AND HAS BEEN LICENSED WITH RJFP SINCE May 16, 2022. SHE IS A FULL-TIME EMPLOYEE. SHE DEVOTES 5 HOURS A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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