Nicholas Dean Kennedy

Current Employers

Employment History

• 09/2013 → 12/2020
  Lincoln Financial Advisors Corporation
  Sewickley, PA
• 01/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → Present
  Three Rivers Executive Consulting, Llc
  Wexford, PA

Previous Registrations

• 2013-09-03 → 2021-01-05
  Osaic Fa, Inc.
  Sewickley, PA
  Pittsburgh, PA
• 2012-10-29 → 2013-09-05
  Pnc Wealth Management Llc
  Greensburg, PA
  Pittsburgh, PA

Other Businesses

*****Fixed Insurance - Investment Related - 3000 Stonwood Dr. Ste 330 Wesford, PA 15090 - Fixed Insurance - Agent 1/1/2020 - 10 hr/month - 10 trading hrs/mo - Sales of Fixed/ Traditional/Variable Life and Annuity products. *****Three Rivers Executive Consulting - Investment Related - 241 Whetherburn Dr. Wexford, PA 15090 - Investment Advice - President, Owner - 1/1/2021 - 160 hours a month - 100% security trading hours - owner of RIA firm. *****North Park Manor Homeowner's Association. Not Investment Related. Located at 1 Wetherburn Dr, Downingtown, PA 19335. Nature - HOA. Position - Board President. Start - 7/1/2022. 1 hour per month, not during trading hours. Duties - manage decisions around the overall upkeep of the neighborhood. *****Purshe Kaplan Sterling. Investment Related. Located at 3000 Stonewood Dr, Suite 330, Wexford, PA 15090. Nature - Broker Dealer products. Position- Registered Representative. Start - 01/07/2021. 10 hours per month, 10 hours during trading hours. *****Birmingham Foundation. Not Investment Related. Located at 320 Brownsville Rd, Pittsburgh, PA 15210. Nature Board of Directors. Position - Board Member. Start - 10/15/222. 1 hour per month, 1 hour per trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26

Designations