Susan Kelley is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with COMMONWEALTH EQUITY SERVICES, LLC, BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC | 2026-07-16 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2021-01-26 | present | Yes |