Trace Andrew Kelly

Current Employers

Employment History

• 09/2019 → Present
  Raymond James Financial Services, Inc.
  Worthington, OH
• 01/2018 → 08/2019
  Merrill Lynch
  Cincinnati, OH
• 08/2017 → 01/2018
  Hyatt Regency
  Cincinnati, OH
• 01/2017 → 08/2017
  Mercedes Benz
  Columbus, OH
• 08/2015 → 08/2019
  University Of Cincinnati
  Cincinnati, OH
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Worthington, OH
• 01/2023 → 12/2023
  Asset Management Consultants
  Worthington, OH

Other Businesses

(1)Name of Business: Foley and Fields Wealth Strategies Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085-5231, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Administrative work (2)Name of Business: Sterling Financial Group Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085-5231, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative work

Exams

• S66 Uniform Combined State Law Examination
  2021-04-24

Other Names

• Trace Andrew Kelly
• Trace Kelly