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Current Employers
Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-11-19
PA RA APPROVED 2018-11-14
  • NC RA
    APPROVED
    Since 2018-11-19
  • PA RA
    APPROVED
    Since 2018-11-14

Branch Locations

Venetia, PA • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • 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
Hewitt Financial Services Llc Charlotte NC 06/2013 08/2018
Aon Hewitt Financial Advisors Llc Charlotte NC 06/2013 08/2018
Kathleen S Wright Associates Inc Pittsburgh PA 08/2018 10/2018
Alight Financial Advisors Charlotte NC 11/2018 Present
Alight Solutions Pittsburgh PA 11/2018 Present
  • 06/2013 → 08/2018
    Hewitt Financial Services Llc
    Charlotte, NC
  • 06/2013 → 08/2018
    Aon Hewitt Financial Advisors Llc
    Charlotte, NC
  • 08/2018 → 10/2018
    Kathleen S Wright Associates Inc
    Pittsburgh, PA
  • 11/2018 → Present
    Alight Financial Advisors
    Charlotte, NC
  • 11/2018 → Present
    Alight Solutions
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-03
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S66 Uniform Combined State Law Examination
    2008-12-03
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Other Names
  • Kelly Elizabeth Mcdonnell
  • Kelly Elizabeth Mcdonnell

View on SEC IAPD

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