Austin Blane Kelly

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frederick	MD	12/2021	08/2024
Capital Bank	Rockville	MD	06/2021	12/2021
Sandy Spring Bank	Montgomery Village	MD	05/2019	05/2021
Montgomery Country Club	Laytonsville	MD	04/2018	06/2018
Wegmans	Germantown	MD	09/2017	10/2017
Primary School	Gaithersburg	MD	04/2012	05/2016
Univeristy Of Maryland Global Campus	Gathersburg	MD	06/2017	05/2021
Unemployed	Gathersburg	MD	06/2016	05/2017
The Financial Gym	Briarcliff Manor	NY	08/2024	06/2025
Fg Advisory Services, Llc	Elmsford	NY	08/2024	08/2025
Connective Wealth Partners, Llc	New York	NY	06/2025	10/2025
Charles Schwab & Co., Inc.	Hagerstown	MD	11/2025	Present

12/2021 → 08/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick, MD
06/2021 → 12/2021

Capital Bank

Rockville, MD
05/2019 → 05/2021

Sandy Spring Bank

Montgomery Village, MD
04/2018 → 06/2018

Montgomery Country Club

Laytonsville, MD
09/2017 → 10/2017

Wegmans

Germantown, MD
04/2012 → 05/2016

Primary School

Gaithersburg, MD
06/2017 → 05/2021

Univeristy Of Maryland Global Campus

Gathersburg, MD
06/2016 → 05/2017

Unemployed

Gathersburg, MD
08/2024 → 06/2025

The Financial Gym

Briarcliff Manor, NY
08/2024 → 08/2025

Fg Advisory Services, Llc

Elmsford, NY
06/2025 → 10/2025

Connective Wealth Partners, Llc

New York, NY
11/2025 → Present

Charles Schwab & Co., Inc.

Hagerstown, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-12

Other Firms