MARK SEAN KELLY is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with UNIVERSITY FINANCIAL STRATEGIES, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| UNIVERSITY FINANCIAL STRATEGIES, LLC. | 2018-07-23 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2016-08-01 | 2018-07-23 | — |
| PRINCIPAL SECURITIES, INC. | 2015-05-27 | 2016-08-08 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2013-10-08 | 2014-08-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-03-10 | 2011-03-31 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2009-02-24 | 2009-03-18 | — |
| STRATEGIC ADVISERS LLC | 2001-09-19 | 2006-02-09 | — |