KELLY BERNARD TREVETHAN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with MARINER, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARINER, LLC | 2020-10-26 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2008-09-15 | 2020-10-28 | — |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2003-04-15 | 2007-11-12 | — |
| OPPENHEIMER & CO. INC. | 2003-01-03 | 2008-09-18 | — |
| CIBC WORLD MARKETS CORP. | 1997-07-08 | 2003-01-03 | — |