KELLY MARIE MCCLOY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-05-17 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2019-11-01 | 2023-05-12 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2019-11-06 | — |
| A. G. EDWARDS & SONS, INC. | 2005-06-21 | 2008-01-01 | — |
| KEYBANC CAPITAL MARKETS INC. | 2004-05-07 | 2005-04-25 | — |