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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)54 years in industry

LAWRENCE JOSEPH KELLY

Advisor at INDEPENDENT FINANCIAL GROUP, LLC

DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:e9427d2f-effd-41fe-69e3-e2d902301258

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2006 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: INDEPENDENT FINANCIAL GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1972earliest registration or exam on IAPD
Years in industry: 54derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
First registration: Nov 9, 2006
Dual registered: yes, broker-dealer
Other names: LARRY KELLY
IAPD individual key: 267125

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
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Mar 21, 2023	n/a	yes	DOYLESTOWN, PA	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 9, 2015	Jan 3, 2023	no	DOYLESTOWN, PA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 16, 2014	Jul 15, 2014	no	DOYLESTOWN, PA	Previous registration
CADARET GRANT & CO INC	Former SEC adviser	Jan 3, 2012	Dec 31, 2013	no	DOYLESTOWN, PA\|SYRACUSE, NY	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Nov 15, 2011	Dec 31, 2011	no	DOYLESTOWN, PA\|GLEN ROCK, NJ\|DOYLESTOWN, PA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Nov 9, 2006	Nov 9, 2011	no	DOYLESTOWN, PA\|GWYNEDD VALLEY, PA\|DOYLESTOWN, PA	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
SECURITIES AMERICA ADVISORS, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Jan 3, 2023	Mar 21, 2023	77	Firm change	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Jul 15, 2014	Mar 9, 2015	237	Firm change	Other
CADARET GRANT & CO INC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 31, 2013	May 16, 2014	136	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	CADARET GRANT & CO INC	Dec 31, 2011	Jan 3, 2012	3	Firm change	Other

Relationships

Registered with (5)

→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Mar 21, 2023 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Mar 9, 2015 to Jan 3, 2023factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
May 16, 2014 to Jul 15, 2014factForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Jan 3, 2012 to Dec 31, 2013factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Nov 15, 2011 to Dec 31, 2011factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Lawrence Joseph Kelly left Securities America Advisors, Inc. for Independent Financial Group, Llc (registered 2023-03-21)
Form ADVobserved 4 days ago