Best Investors Account Sign in

Daniel M Kelly

Raymond James & Associates, Inc.

St. Petersburg, FL

Martinsburg, WV

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-11-07
  • WV RA
    APPROVED
    Since 2024-11-07

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Martinsburg, WV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. St. Petersburg FL 01/2016 06/2020
Fai Wealth Management Columbia MD 08/2020 11/2023
Raymond James & Associates, Inc Martinsburg WV 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-28
S65 Uniform Investment Adviser Law Examination 2007-07-05
  • S63 Uniform Securities Agent State Law Examination
    2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2007-07-05
Designations
Other Names
  • Daniel Michael Kelly

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC
LPL FINANCIAL LLC
WEBULL ADVISORS LLC
EDWARD JONES
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
LSP ADVISORY LLC

Other Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER
Nakia Schwann Martin
JOANNA MOFFITT BEVER
Phillip Kurt Sutton
THEODORE EVERETT DESAUTELS
AUTUMN ADAIR BONSALL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · ST PETERSBURG, FL

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor