Kevin Clay Wrenn

Current Employers

Ballast Financial Advisors, Llc

535 N. Church St. Suite 205, West Chester, PA 19380 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2022-01-01
MD	RA	APPROVED	2020-11-25
TX	RA	APPROVED	2020-11-25

VA RA
APPROVED

Since 2022-01-01
MD RA
APPROVED

Since 2020-11-25
TX RA
APPROVED

Since 2020-11-25

Branch Locations

1910 Towne Center Blvd Suite 250, Annapolis, MD 21401 • 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

Organization	City	State	From	To
Anchor Capital Management Llc,	Annapolis	MD	04/2015	12/2021
Bayside Physical Therapy	Edgewater	MD	02/2002	11/2023
Ballast Financial Advisors, Llc	Georgetown	DE	11/2020	Present

04/2015 → 12/2021

Anchor Capital Management Llc,

Annapolis, MD
02/2002 → 11/2023

Bayside Physical Therapy

Edgewater, MD
11/2020 → Present

Ballast Financial Advisors, Llc

Georgetown, DE

Previous Registrations

2015-05-13 → 2021-12-31

Anchor Capital Management Llc

Annapolis, MD

Davidsonville, MD

Other Businesses

CORSICA CENTER LLC; NOT INVESTMENT RELATED; 202 COURSEVALL DRIVE, SUITE 112 CENTERVILLE, MD 21617; RENTAL PROPERTY; 50% OWNER; PASSIVE INVESTMENT; Anne Arundel County Public Schools; Not Investment Related; 2644 Riva Road Annapolis, MD 21401; High School Basketball; Assistant Basketball Coach; Start 11/2017; 8 hrs/month; during securities trading hours; assistant high school basketball coach

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-05-13

S65 Uniform Investment Adviser Law Examination

2015-05-13

Designations

View on SEC IAPD

Current Employers

Ballast Financial Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews