# MARK THEODORE KELLY

MARK THEODORE KELLY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with ROCKWOOD WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKWOOD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/137481) | 2013-05-02 | present | Yes |
| [HIRTLE & CO., LLC](https://search.stillhousedata.com/firm/105403) | 2011-10-07 | 2013-04-30 | — |
| [MYCIO WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/134436) | 2011-02-18 | 2011-05-24 | — |
| [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | 2007-05-03 | 2010-11-30 | — |
| [LYDIAN WEALTH MANAGEMENT COMPANY, LLC](https://search.stillhousedata.com/firm/107659) | 2004-07-12 | 2007-05-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4443072)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4443072.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.