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  5. KELLY FINANCIAL GROUP, LLC

KELLY FINANCIAL GROUP, LLC

Headquarter
Date of last update: 14 Apr 2025. Data updated weekly.

Companies that start with "KELLY"

Company Details

Entity Name: KELLY FINANCIAL GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 01 Feb 1995
Business ALEI: 0510966
Annual report due: 31 Mar 2026
Business address: 100 GREAT MEADOW ROAD, WETHERSFIELD, CT, 06109, United States
Mailing address: 100 GREAT MEADOW ROAD, 701, WETHERSFIELD, CT, United States, 06109
ZIP code: 06109
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: tara@hiwealth.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Companies doing Portfolio management and investment advice

Links between entities

Type Company Name Company Number State
Headquarter of KELLY FINANCIAL GROUP, LLC, NEW YORK 2506090 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2023 202218087 2024-07-15 KELLY FINANCIAL GROUP LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2022 202218087 2023-05-26 KELLY FINANCIAL GROUP LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2021 202218087 2022-07-14 KELLY FINANCIAL GROUP LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2020 202218087 2021-08-09 KELLY FINANCIAL GROUP LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2021-08-09
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2019 202218087 2020-08-19 KELLY FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2020-08-19
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2018 202218087 2019-06-04 KELLY FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2017 202218087 2018-07-16 KELLY FINANCIAL GROUP LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2016 202218087 2017-06-16 KELLY FINANCIAL GROUP LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #701, WEATHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2017-06-16
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2015 202218087 2016-09-06 KELLY FINANCIAL GROUP LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE 701, WEATHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2016-09-06
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature
KELLY FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN & TRUST 2014 202218087 2015-06-09 KELLY FINANCIAL GROUP LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8602582600
Plan sponsor’s address 100 GREAT MEADOW ROAD, SUITE #103, WETHERSFIELD, CT, 06109

Signature of
Role Plan administrator
Date 2015-06-09
Name of individual signing MARY LEDWITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Mailing address Phone E-Mail Residence address
JOSHUA A. HAWKS-LADDS Agent C/O PULLMAN & COMLEY, LLC, 90 STATE HOUSE SQUARE, HARTFORD, CT, 06103, United States +1 860-573-0038 tara@hiwealth.com 100 SHODDY NILL ROAD, BOLTON, CT, 06043, United States

Officer

Name Role Business address Residence address
SCOTT T ILES Officer 100 GREAT MEADOW ROAD, 701, WETHERSFIELD, CT, 06109, United States 98 WOODWARD DRIVE, WOLCOTT, CT, 06716, United States
R GREGORY HAMMOND Officer 100 GREAT MEADOW ROAD, SUITE 701, WETHERSFIELD, CT, 06109, United States 88 WALDEN STREET, WEST HARTFORD, CT, 06107, United States

History

Type Old value New value Date of change
Name change KELLY FINANCIAL , LLC KELLY FINANCIAL GROUP, LLC 1995-06-13

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012922873 2025-01-21 - Annual Report Annual Report -
BF-0012359620 2024-01-23 - Annual Report Annual Report -
BF-0011254242 2023-01-17 - Annual Report Annual Report -
BF-0010228393 2022-01-31 - Annual Report Annual Report 2022
0007086009 2021-01-28 - Annual Report Annual Report 2021
0006761342 2020-02-19 - Annual Report Annual Report 2020
0006303213 2019-01-02 - Annual Report Annual Report 2019
0006038637 2018-01-27 - Annual Report Annual Report 2018
0005873795 2017-06-23 - Annual Report Annual Report 2017
0005475771 2016-01-28 - Annual Report Annual Report 2016

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4297207200 2020-04-27 0156 PPP 100 GREAT MEADOW RD, WETHERSFIELD, CT, 06109
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 161184
Loan Approval Amount (current) 161184.58
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WETHERSFIELD, HARTFORD, CT, 06109-1000
Project Congressional District CT-01
Number of Employees 9
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 162164.94
Forgiveness Paid Date 2020-12-10

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005133210 Active OFS 2023-04-13 2028-10-02 AMENDMENT

Parties
Name HAMMOND ILES WEALTH ADVISORS
Role Debtor
Name HAMMOND ROBERT GREGORY
Role Debtor
Name ILES SCOTT T.
Role Debtor
Name OAK STREET FUNDING LLC
Role Secured Party
Name KELLY FINANCIAL GROUP, LLC
Role Debtor
0005018329 Active OFS 2021-09-29 2026-09-29 ORIG FIN STMT

Parties
Name KELLY FINANCIAL GROUP, LLC
Role Debtor
Name XEROX FINANCIAL SERVICES LLC
Role Secured Party
0003267875 Active OFS 2018-10-02 2028-10-02 ORIG FIN STMT

Parties
Name HAMMOND ILES WEALTH ADVISORS
Role Debtor
Name ILES SCOTT T.
Role Debtor
Name KELLY FINANCIAL GROUP, LLC
Role Debtor
Name OAK STREET FUNDING LLC
Role Secured Party
Name HAMMOND ROBERT GREGORY
Role Debtor

Companies created on the same day 01 Feb 1995

THE DRAGAN FAMILY LLC CHAMBERLAIN HEALTH CARE, INC. CRP, LLC PETER L. COOMBS, D.M.D., P.C. COLCHESTER LIONS CHARITIES, INC. CHALKTALK SPORTS, INC. INTERNATIONAL EXCHANGE OF NORTH AMERICA, INC. FIRST PORTUGUESE SPEAKING BAPTIST CHURCH OF DANBURY, INC.
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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