# KELLY JOSEPH CARTER

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ADVISER ALLIANCE, LLC](https://search.stillhousedata.com/firm/287551) | 2025-01-01 | present | Yes |
| [CREATIVEONE WEALTH, LLC](https://search.stillhousedata.com/firm/281213) | 2025-01-01 | present | Yes |
| [SUMMIT WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/283648) | 2016-08-04 | 2017-05-18 | — |
| [SUMMIT WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/134620) | 2015-10-26 | 2016-08-19 | — |
| [SMC ADVISORY NETWORK, LLC](https://search.stillhousedata.com/firm/165389) | 2013-09-04 | 2016-03-26 | — |
| [COOPER FINANCIAL GROUP](https://search.stillhousedata.com/firm/111458) | 2012-09-25 | 2014-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2199445)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2199445.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.