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Advisor at KELL CAPITAL, LLC
PENN VALLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KELL CAPITAL, LLC | State registered | Jun 17, 2025 | n/a | yes | PENN VALLEY, PA | Current employment |
| KELL CAPITAL, LLC | n/a | Apr 8, 2021 | Sep 19, 2023 | no | PHILADELPHIA, PA|PENN VALLEY, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 21, 2017 | Oct 3, 2017 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KELL CAPITAL, LLC | KELL CAPITAL, LLC | Sep 19, 2023 | Jun 17, 2025 | 637 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | KELL CAPITAL, LLC | Oct 3, 2017 | Apr 8, 2021 | 1,283 | Firm change after gap | Other |