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Detailed Report
KELLY CHRISTINE BARROW
KELLY CHRISTINE CRESSY
CRD#: 6462472
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Investment Adviser
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Previous Broker
CEDAR GROVE FINANCIAL PLANNING, LLCCRD#: 324097 OAKTON, VA
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2020 (5 years)IACEDAR GROVE FINANCIAL PLANNING... (CRD# 324097)2022 - Present (2 years)
License(s)

State Registrations

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Virginia 11/17/2022
Current Registration(s)
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CEDAR GROVE FINANCIAL PLANNING, LLC (CRD#:324097)
OAKTON, VA
Registered with this firm since 11/17/2022
Previous Registration(s)
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 05/21/2015 - 11/13/2020 ADVICE AND PLANNING SERVICES (CRD#:20472) WASHINGTON, DC
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 04/08/2015 - 11/13/2020 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) WASHINGTON, DC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.