WILLIAM PATRICK KELLY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with GENEROUS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GENEROUS WEALTH MANAGEMENT LLC | 2024-02-28 | present | Yes |
| VERITY CAPITAL MANAGEMENT, LLC | 2010-12-14 | 2023-12-24 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2005-03-28 | 2010-12-31 | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 2004-08-24 | 2005-03-28 | — |