# Kelli R McGinnis

Kelli R McGinnis is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with KESTRA PRIVATE WEALTH SERVICES, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/155193) | 2023-11-08 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-06-03 | 2023-11-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2016-08-30 | 2019-06-17 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2016-05-05 | 2016-07-28 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2016-03-07 | 2016-04-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6226152)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6226152.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.