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4540 Kearny Villa Road Suite 114, San Diego, CA 92123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-03-08 |
Branch Locations
4540 Kearny Villa Road Suite 114, San Diego, CA 92123 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wealth Legacy Group, Inc. | San Diego | CA | 02/2006 | Present |
| R. J. Kelly Financial & Insurance Services | San Diego | CA | 01/2006 | Present |
1. R. J. Kelly Financial & Insurance Services, San Diego, CA, beginning 01/2006. Title: Owner/Insurance Agent; Licensed to sell life and health insurance. He devotes 20% - 35% of his time on this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-14 |
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