# CHELLY Joseph

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FOLIAGE FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/335253) | 2025-05-20 | present | Yes |
| [GRADIENT SECURITIES, LLC](https://search.stillhousedata.com/firm/127701) | 2018-07-19 | 2025-07-31 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2017-05-24 | 2018-07-17 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2013-04-04 | 2017-05-12 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2012-04-16 | 2013-03-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-03-21 | 2012-03-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5062458)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5062458.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.