William Anthony Kelly

Current Employers

Kelly Financial Services Llc

10 Forbes Road Ste 130, Braintree, MA 02184 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-25

MA RA
APPROVED

Since 2026-08-25

Branch Locations

10 Forbes Road Ste 130, Braintree, MA 02184 • 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

Organization	City	State	From	To
Kelly Financial Services	Braintree	MA	01/2018	Present
Taylor True Value Rental	Warren	RI	06/2024	08/2024
Portsmouth Abbey School	Portsmouth	RI	09/2020	05/2024
Education, From 2015 Up To 12Th Grade Highschool	Portsmouth	RI	01/2015	05/2024
Bryant University	Smithfield	RI	01/2025	Present

01/2018 → Present

Kelly Financial Services

Braintree, MA
06/2024 → 08/2024

Taylor True Value Rental

Warren, RI
09/2020 → 05/2024

Portsmouth Abbey School

Portsmouth, RI
01/2015 → 05/2024

Education, From 2015 Up To 12Th Grade Highschool

Portsmouth, RI
01/2025 → Present

Bryant University

Smithfield, RI

Other Businesses

PROSPERA GROUP LLC. Not investment related. Kansas City, MO. Thinktank and workflow solutions. Member, CTO. Start Date 9/14/2025. 0 hours /mo including during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-24

S65 Uniform Investment Adviser Law Examination

2026-08-24

View on SEC IAPD

Current Employers

Kelly Financial Services Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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