CP
Craig Patrick Kelley
CRD 1244386
Firms
| Firm | Role | As of |
|---|---|---|
| Kelley Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kelley Investments, Llc
Cio/Chief Compliance Officer · Less than 5% · Sep 2024
-
Kelley Investments, Llc
Trustee · 50% – 75% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗