KELLY JOSEPH CARTER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with CREATIVEONE WEALTH, LLC, ADVISER ALLIANCE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVISER ALLIANCE, LLC | 2025-01-01 | present | Yes |
| CREATIVEONE WEALTH, LLC | 2025-01-01 | present | Yes |
| SUMMIT WEALTH PARTNERS, LLC | 2016-08-04 | 2017-05-18 | — |
| SUMMIT WEALTH PARTNERS, LLC | 2015-10-26 | 2016-08-19 | — |
| SMC ADVISORY NETWORK, LLC | 2013-09-04 | 2016-03-26 | — |
| COOPER FINANCIAL GROUP | 2012-09-25 | 2014-01-10 | — |