LJ
Leo Joseph Kelly
CRD 2872188
Firms
| Firm | Role | As of |
|---|---|---|
| Verdence Capital Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Independent Access Partners, Llc
Member · 50% – 75% · Jun 2024
-
Independent Access Partners, Llc
Elected Manager · Less than 5% · Jun 2024
-
Verdence Capital Advisors, Llc
Managing Member / Chief Executive Officer · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗