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Inactive

Pace Roy Kessenich

Pitcairn

Conshohocken, PA

Baltimore, MD

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-04-04
  • MD RA
    APPROVED
    Since 2025-04-04

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

6300 Blair Hill Lane Suite 302, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wms Partners Towson MD 05/2007 11/2019
Brightside Advisory Partners, Llc Baltimore MD 11/2019 03/2025
Pitcairn Wealth Advisors Baltimore MD 03/2025 Present
  • 05/2007 → 11/2019
    Wms Partners
    Towson, MD
  • 11/2019 → 03/2025
    Brightside Advisory Partners, Llc
    Baltimore, MD
  • 03/2025 → Present
    Pitcairn Wealth Advisors
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-18
  • S66 Uniform Combined State Law Examination
    2005-08-18

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
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