Kevin Joseph Kale

Current Employers

Employment History

• 03/2003 → 03/2018
  Manning & Napier Investor Services, Inc.
  Dublin, OH
• 03/2003 → 03/2018
  Manning & Napier Advisors, Llc
  Dublin, OH
• 03/2018 → 09/2018
  Halite Partners, Llc
  Columbus, OH
• 09/2018 → 01/2019
  Wealthstone Inc.
  Columbus, OH
• 01/2019 → 10/2020
  Us Bank
  Columbus, OH
• 10/2020 → Present
  Inverness Securities
  Cleveland, OH
• 10/2020 → 09/2025
  Ancora Family Wealth Advisors
  Cleveland, OH
• 09/2025 → Present
  Sws Partners
  Columbus, OH

Previous Registrations

• 2020-10-14 → 2023-04-16
  Ancora Private Wealth Advisors, Llc
  Cleveland, OH
• 2018-10-26 → 2019-02-01
  Wealthstone Advisors
  Columbus, OH
• 2018-03-26 → 2018-10-23
  Halite Partners, Llc
  Columbus, OH
• 2003-06-25 → 2018-03-15
  Manning & Napier Advisors, Llc
  Dublin, OH
  Fairport, NY
  Dublin, OH
  Granville, OH
• 2006-01-27 → 2013-12-31
  Manning & Napier Advisory Advantage Company, Llc
  Fairport, NY
  Dublin, OH
  Dublin, OH

Other Businesses

1. SCARE DARES, LLC - FILM PRODUCTION (CALIFORNIA BASED) - SILENT INVESTOR/PRODUCER, 03/2012 - PRESENT (COMPENSATED BASED ON RECEIPTS FROM THEATRICAL, DVD AND ON-DEMAND RENTALS), NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; ABSENTIA LLC - FILM PRODUCTION - SILENT INVESTOR/PRODUCER, 06/2010 - PRESENT (COMPENSATED BASED ON RECEIPTS FROM THEATRICAL, DVD AND ON-DEMAND RENTALS), NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; FALLBACK PLAN PRODUCTIONS (INDEPENDENT FILM PRODUCTION) - PARTNER/OWNER, 04/2014 - PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. 2. SMC INFRASTRUCTURE PARNTERS- OWNER/INVESTOR- STRATEGIC ACQUISITION AND DEVELOPMENT PLATFORM FOR CONTRACTORS SERVICES PROVIDERS-NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS -6/2021-PRESENT 3. SENTRY ENTERPRISES- OWNER/INVESTOR-PROVIDES A PLATFORM FOR INDIVIDUALS AND BUSINESSES TO SECURELY AUTHENTIC DIGITIALLY FOR TYPES OF PLATFORMS SUCH AS PAYMENTS.- NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS -01/2021-PRESENT 4. EVOLVE GLOBAL LOGISTICS-OWNER/INVESTOR-FREIGHT TRANSPORTAION -NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOU-R3/2023-PRESENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-12
• S63 Uniform Securities Agent State Law Examination
  2003-06-19

Other Names

• Kevin Joseph Kale