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100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2020-04-28 |
| CT | RA | APPROVED | 2005-07-19 |
Branch Locations
100 Great Meadow Road Suite 701, Wethersfield, CT 06109 • United States
128 Lakeside Avenue Suite 103, Burlington, VT 05401 • United States
652 Boston Post Road Suite 3, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Financial Group, Llc | Wethersfield | CT | 01/2005 | Present |
| Ceros Financial Services, Inc. | Wethersfield | CT | 03/2016 | 03/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | Present |
1) KELLY FINANCIAL GROUP, LLC D/B/A HAMMOND ILES WEALTH ADVISORS - 100 GREAT MEADOW ROAD SUITE 701, WETHERSFIELD, CT 06109 - LLC - RIA - 1/1/2005 - 40% OF TIME - 120 HR/MO/TRD HRS - REVIEW AND ADVISE CLIENTS ON THE ALLOCATION OF THEIR PORTFOLIOS. - INVESTMENT RELATED 2) 1. Fixed Insurance 2. Investment related 3. 100 Great Meadow Rd., St. 701, Wethersfield, CT 06109 4. Fixed / Traditional Insurance 5. Agent 6. 03/2014 7. 3 hrs /mo 8. 3 hrs during trading 9. SAles of Fixed / Traditional Insurance Products 3) 1. The Pinnacle Group 2. Investment related 3. 7791 Belfort Parkway, Jacksonville FL 32256 4. Fixed / Traditional Insurance 5. Agent 6. 03/2014 7. 3 hrs/mo 8. 3 hrs during trading 9. Sales of fixed / tradional insurance products 4) 1. Financial Freedom Centers, LLC 2. Not investment related 3. 100 Great Meadow Rd., Suite 701, Wethersfielt, CT 06109 4. Partnership to own and lease commercial real estate 5. Founder/Member 6. 07/13/2021 7. 1 hrs/mo 8. 1 hr during trading 9. Financial Freedom Centers, LLC was formed to own and lease commercial real estate. As a member I am responsible for the rental and maintenance of the real estate owned. Partnership income may be earned if the lease income exceeds the expenses of the property owned.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-09 |
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