Georgia Plavocos Kelly

Current Employers

Employment History

• 11/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, NY
• 12/2009 → Present
  Bank Of America, Na
  Albany, NY

Previous Registrations

• 2006-09-08 → 2006-11-13
  Morgan Stanley Dw Inc.
  Albany, NY
  Albany, NY

Other Businesses

I*1373263For profit or not for profit: Name of outside business organization: Links to Leadership Investment related: No Address of business: Albany, New York, 12210 Nature of business: Business or Industry Organization Position, title, association: Other, Start date of relationship: 6/28/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0Duties: Co-Chair and Co-Founder, Co-Chair and Co-Founder of Links to Leadership Charity Golf Day I*1992261 Entity Charitable Name of OBA: Fort Orange Club Address: Albany, New York, 12210 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/01/2024 No Hours: 4 No Hours during trading: 0 Duties: The Fort Orange Club is a member-supported social club, established in 1880, and located in the city of Albany NY. The Club's mission is to promote fellowship and recreation, principally by providing dining, meetings and athletic facilities to members. The Board of Trustees is a 501(c)7 that provides oversight of the governing board. The roles of the Trustees are to be an advocate for the club by driving new membership, participating in a committee, attending events and actively participate in board in board discussions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-04
• S63 Uniform Securities Agent State Law Examination
  1987-10-28

Other Names

• Georgia Lee Kelly
• Georgia Lee Plavocos
• Georgia L Plavocos
• Georgia P. Kelly