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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
255 Woodcliff Drive Suite 7, Fairport, NY 14450 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Rochester | NY | 05/2009 | 04/2025 |
| City National Bank | Rochester | NY | 04/2019 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Kelly Financial Partners | Fairport | NY | 04/2025 | Present |
1. Fixed insurance sales; Located at 255 Woodcliff Drive, Suite 7, Fairport, NY 14450, as of 04/24/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, KFP Advisors, LLC dba Kelly Financial Partners; a private entity established to facilitate securities, advisory, and insurance business; as of 4/17/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-26 |
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