CHELLY Joseph is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with FOLIAGE FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOLIAGE FINANCIAL PLANNING LLC | 2025-05-20 | present | Yes |
| GRADIENT SECURITIES, LLC | 2018-07-19 | 2025-07-31 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2017-05-24 | 2018-07-17 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2013-04-04 | 2017-05-12 | — |
| FIFTH THIRD SECURITIES, INC. | 2012-04-16 | 2013-03-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-03-21 | 2012-03-09 | — |