Kelli Anne Lyons-Stevens

Current Employers

Employment History

• 02/2016 → 06/2021
  Bcg Securities, Inc
  Cherry Hill, NJ
• 06/2021 → 10/2024
  American Portfolios Financial Services, Inc
  Newtown, PA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-06-28 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2016-02-01 → 2021-07-20
  Bcg Securities, Inc.
  Falls, PA
  Wyoming, PA
  Cherry Hill, NJ
• 2011-09-12 → 2016-01-14
  Pruco Securities, Llc.
  Dalton, PA
  Dalton, PA
  Wyoming, PA

Other Businesses

1. STEVENS INSURANCE AND FINANCIAL POSITION: agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2003 ADDRESS: 26579 State Route 29, Hallstead PA 18822, United States DESCRIPTION: company I write life insurance and fixed business with that is not available at Osaic. 2. KLS FINANCIAL POSITION: OWNER NATURE: TOLD TO OBTAIN THIS FROM CPA FOR TAX PURPOSES ONLY INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 26579 STATE ROUTE 29, HALLSTEAD PA 18822, United States DESCRIPTION: TOLD BY CPA TO OBTAIN FOR TAX PURPOSES 3. KELLI LYONS STEVENS- INSURANCE PRODUCER POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2018 ADDRESS: 1 Bala Plaza, St. Asaphs Rd Suite 429, Bala Cynwyd PA 19004, United States DESCRIPTION: Fixed Annuities and Fixed Life Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-19
• S63 Uniform Securities Agent State Law Examination
  1999-10-26

Other Names

• Gorko
• Kelli Anne Lyons
• Kelli Anne Lyons-Stevens