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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-21 |
Branch Locations
350 South Main Street Suite 110, Doylestown, PA 18901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Doylestown | PA | 02/2015 | 12/2022 |
| Securities America Advisors | Doylestown | PA | 02/2015 | 12/2022 |
| Kelly Financial Services | Doylestown | PA | 08/1972 | Present |
| Independent Financial Group, Llc | Doylestown | PA | 03/2023 | Present |
(1) KELLY FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1972 ADDRESS: 350 South Main Street, Suite 110, Doylestown PA 18901, United States DESCRIPTION: DBA NAME FOR MARKETING PURPOSES. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1971 ADDRESS: 350 South Main Street, Suite 110, Doylestown PA 18901, United States DESCRIPTION: SELL AND SERVICE LIFE AND DISABILITY INSURANCE TO MY CLIENTS. (3) KELLY SANDCASTLES LLC POSITION: OWNER/ MANAGING MEMBER NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2016 ADDRESS: PO Box 743, Gwynedd Valley PA 19437, United States DESCRIPTION: RENTAL PROPERTY. (4) LARAMI, LP POSITION: PARTNER NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2005 ADDRESS: 350 South Main Street, Suite 110, Doylestown PA 18901, United States DESCRIPTION: PROPERTY MANAGER.
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