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El Dorado Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-21 |
Branch Locations
El Dorado Hills, CA • 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 |
|---|---|---|---|---|
| Acacia Mutual Life | Sacto | CA | 08/1984 | Present |
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 10/1995 | 09/2016 |
| Mml Investors Services, Inc. | Sacramento | CA | 07/1996 | 09/2016 |
| Riverpath Investments Llc | Folsom | CA | 09/2016 | Present |
NAME: JOHN KELLY INV REL: Y ADD: 2319 AMERICAN RIVER DRIVE, SACRAMENTO, CA 95825 UNITED STATES NATURE: INSURANCE POSITION: AGENT START DATE: 2013 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: TRUSTEE FOR STATEWIDE EDUCATIONAL OUTREADH INV REL: N ADD: 1415 L ST SACRAMENTO CA NATURE: EDUCATION ON RETIREMENT ISSUES POSITION: VICE PRESIDENT START DATE: 2013 NO. HR/MO: 8 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PROGRAM CHAIR (TRUSTEE MEANS BOARD MEMBER) Solicitor of RiverPath Investments LLC Investment Related: Yes Address: 2319 American River Drive, Sacramento, CA 95825 United States As a solicitor, John refers potential individual and business clients to RiverPath Investments who may benefit from investment advisory or pension consulting services, along with relationship management of existing clients. John began soliciting for RiverPath Investments in September of 2016. John spends approximately 60 hours per month soliciting for RiverPath Investments, 3 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-22 |
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