Patrick Francis Kelly

Current Employers

Employment History

• 11/2007 → Present
  Raymond James Financial Services
  Plymouth, MN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Plymouth, MN
• 12/2021 → Present
  Patrick F. Kelly & Associates
  Plymouth, MN

Previous Registrations

• 2007-02-28 → 2007-11-27
  Osaic Services, Inc.
  Phoenix, AZ
  Golden Valley, MN

Other Businesses

(1)Name of Business: North West Properties Address: 13319 60th Street S.W. , Cokato , MN, 55321, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a storage business. We rent individual storage units. There is an active cycle service business that rents a space. I have an agreement with the cycle business to manage the rental properties. I am not involved with property management or renter relationships. (2)Name of Business: Patrick F. Kelly Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441-2697, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/05/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: term insurance sales METLIFE, Protective Life (3)Name of Business: Patrick F. Kelly & Associates Address: 3033 Campus Drive, Suite W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a DBA - Patrick F. Kelly & Associates use for existing Raymond James clients for marketing purposes - mailings/holiday gifts. This will be used in conjunction with "Raymond James" (4)Name of Business: PFK Financial Services Inc. Address: 3033 Campus Drive, Suite W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/31/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Company owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1985-04-26

Designations