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RIA / WealthAdvisor22 years in industry

WILLIAM PATRICK KELLY

Advisor at GENEROUS WEALTH MANAGEMENT

HULL, MA | MARSHFIELD, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 24, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENEROUS WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 17, 2004
First registration: Aug 24, 2004
Dual registered: no
Other names: BILL KELLY
IAPD individual key: 4773372

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENEROUS WEALTH MANAGEMENT	State registered	Feb 28, 2024	n/a	yes	HULL, MA\|MARSHFIELD, MA	Current employment
VERITY CAPITAL MANAGEMENT, LLC	n/a	Dec 14, 2010	Dec 24, 2023	no	NORWELL, MA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2005	Dec 31, 2010	no	NORWELL, MA\|HULL, MA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH, INC.	n/a	Aug 24, 2004	Mar 28, 2005	no	NORWELL, MA\|HULL, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERITY CAPITAL MANAGEMENT, LLC	GENEROUS WEALTH MANAGEMENT	Dec 24, 2023	Feb 28, 2024	66	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	VERITY CAPITAL MANAGEMENT, LLC	Dec 31, 2010	Dec 14, 2010	-17	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 28, 2005	Mar 28, 2005	0	Bulk transfer	Other

Relationships

Registered with (4)

→ GENEROUS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 28, 2024 to presentfactForm ADV
→ VERITY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 14, 2010 to Dec 24, 2023factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2005 to Dec 31, 2010factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH, INC.Registered adviserregistration: previous registration
Aug 24, 2004 to Mar 28, 2005factForm ADV

Dated events

Occurred
Dec 24, 2023
Advisor changed firm
William Patrick Kelly left Verity Capital Management, Llc for Generous Wealth Management (registered 2024-02-28)
Form ADVobserved 4 days ago