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Detailed Report
KELLY LEE BOUCHILLON
KELLY BOUCHILLON
CRD#: 1999749
IA
Investment Adviser
B
Broker
SOUND VIEW WEALTH ADVISORS GROUP, LLCCRD#: 300927 1 Skidaway Village Walk
Suite 201
Savannah, GA 31411
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 1 Skidaway Village Walk
Suite 201
Savannah, GA 31411
Registration History
19901995200020052010201520202025IASOUND VIEW WEALTH ADVISORS GRO... (CRD# 300927)2019 - Present (5 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2018 - Present (7 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1989 - 2018 (28 years)IASOUND VIEW WEALTH ADVISORS, LLC (CRD# 291457)2019 - 2019 (<1 year)IASOUND VIEW WEALTH ADVISORS, LLC (CRD# 291457)2018 - 2018 (<1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1999 - 2018 (19 years)
License(s)

State Registrations

B
Alabama 10/12/2023
B
Missouri 10/14/2021
B
California 3/23/2018
B
North Carolina 10/12/2023
B
Colorado 3/23/2018
IA
North Carolina 10/24/2023
B
Florida 3/23/2018
B
Pennsylvania 3/23/2018
B
Georgia 3/23/2018
B
South Carolina 3/23/2018
IA
Georgia 5/16/2019
IA
South Carolina 7/19/2023
B
Illinois 10/14/2021
B
Tennessee 1/29/2019
B
Indiana 10/12/2023
B
Texas 3/23/2018
B
Louisiana 10/14/2021
IA
Texas 4/3/2019
B
Maryland 3/23/2018
B
Virginia 10/12/2023
B
Massachusetts 3/23/2018
B
Wisconsin 3/23/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SOUND VIEW WEALTH ADVISORS GROUP, LLC (CRD#:300927)
1 Skidaway Village Walk Suite 201, Savannah, GA 31411
Registered with this firm since 4/3/2019
B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
1 Skidaway Village Walk Suite 201, Savannah, GA 31411
335 South Walnut Street, Statesboro, GA 30458
Registered with this firm since 3/23/2018
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/11/2019 - 04/03/2019 SOUND VIEW WEALTH ADVISORS, LLC (CRD#:291457) Savannah, GA
IA
 03/28/2018 - 12/31/2018 SOUND VIEW WEALTH ADVISORS, LLC (CRD#:291457) Savannah, GA
IA
 01/13/1999 - 04/02/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAVANNAH, GA
B
 10/26/1989 - 04/02/2018 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAVANNAH, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.