Patrick J. Kelly

Employer firm

Next Alpha Capital, LLC CRD 285858

Reported services (Item 5G)

• Financial planning

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Next Alpha Capital, Llc
  San Diego, CA
• 07/2016 → 04/2021
  Motorola Solutions
  San Diego, CA

Other Businesses

TAPYLLEK LLC 1401 21st Street, Suite R Sacramento, CA 95811 TAPYLLEK LLC, formed on June 14, 2021, is wholly owned by my self-directed IRA for the purpose of investing my own retirement account. I manage the investments, which currently consists of futures and futures options. Additional investment types may be utilized at my discretion. In this account I trade similar, if not identical strategies as the pool I manage. Trades are not batched with each other or comingled. I spend less than 2 hours per week on this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-04

Other Names

• Patrick John Kelly