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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly'S Tax Service | Parma | OH | 01/1980 | Present |
| Lincoln Investment | Parma | OH | 06/2012 | Present |
MICHAEL KELLY POSITION: LICENSED AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1987 ADDRESS: 9703 BROOKPARK ROAD, PARMA OH 44129 DESCRIPTION: SALES OF LIFE INSURANCE AND FIXED ANNUITIES MFK FINANCIAL SERVICES INC DBA KELLY'S TAX & FINANCIAL SERVICES POSITION: PRESIDENT NATURE: INCOME TAX PREP INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1979 ADDRESS: 9703 BROOKPARK ROAD, PARMA OH 44130, United States DESCRIPTION: PREPARING INCOME TAX RETURNS FOR INDIVIDUALS AS WELL AS SMALL BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-02 |
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