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Detailed Report
KELLY SUSAN CARLSON
KELLY SUSAN GRAHAM
CRD#: 3136540
IA
Investment Adviser
B
Broker
GLOBAL RETIREMENT PARTNERS LLCCRD#: 172011 Deland, FL
LPL FINANCIAL LLCCRD#: 6413 DELAND, FL
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2011 - 2024 (12 years)2 FIRMS2024 - Present (1 year)BONEAMERICA SECURITIES, INC. (CRD# 4173)2006 - 2011 (4 years)BMML INVESTORS SERVICES, INC. (CRD# 10409)2004 - 2006 (2 years)BING FINANCIAL ADVISERS, LLC (CRD# 34815)1999 - 2004 (5 years)
License(s)

State Registrations

B
Florida 2/5/2024
B
Massachusetts 2/5/2024
IA
Florida 3/22/2024
B
South Carolina 2/5/2024
B
Georgia 2/5/2024
B
Texas 2/5/2024
IA
Georgia 2/7/2024
IA
Texas 2/5/2024

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
GLOBAL RETIREMENT PARTNERS LLC (CRD#:172011)
Deland, FL
Registered with this firm since 2/5/2024
B
LPL FINANCIAL LLC (CRD#:6413)
DELAND, FL
Registered with this firm since 2/5/2024
Previous Registration(s)
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IA
 07/28/2011 - 02/09/2024 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) DELAND, FL
B
 03/02/2011 - 02/09/2024 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) DELAND, FL
B
 11/14/2006 - 02/28/2011 ONEAMERICA SECURITIES, INC. (CRD#:4173) INDIANAPOLIS, IN
B
 04/16/2004 - 11/01/2006 MML INVESTORS SERVICES, INC. (CRD#:10409) PALM BEACH GARDENS, FL
B
 02/01/1999 - 03/23/2004 ING FINANCIAL ADVISERS, LLC (CRD#:34815) WINDSOR, CT
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.