Nicholas Alan O'KElly

Current Employers

Employment History

• 07/2010 → 05/2023
  United States Army
  Savannah, GA
• 06/2023 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 06/2023 → 03/2024
  Sparta Wealth Partners
  Charlotte, NC
• 06/2023 → 03/2024
  Coastal Equities, Inc
  Wilmington, DE
• 03/2024 → Present
  Cadence Wealth Partners, Llc
  Concord, NC

Previous Registrations

• 2023-04-27 → 2024-03-16
  Sparta Wealth Partners
  Charlotte, NC

Other Businesses

Life/Health/Accident Insurance Licensed. Board Member of The Davis Focus Project- Military non-profit focused on human performance. Ambassador for Give an Hour - Non-profit for mental health. Nicholas Alan O Kelly is a Board of Directors at Board Member - The Davis Focus Project; Investment related: No; Location: 111A Creighton Ave Nashville TN 37206 USA; Description: Non-profit focusing on optimizing human performance through natural mental health modalities.; Responsibilities Duties: Board of Directors; Start date: 2023-12-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Brandon Davis; Website address for the organization: https://www.thedavisfocusproject.com/

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-08
• S65 Uniform Investment Adviser Law Examination
  2023-04-07

Designations

Other Names

• Nicholas O'KElly
• Nicholas Alan O'KElly
• Nicholas Alan Okelly