Conor Mckenzie

Current Employers

Employment History

• 02/2016 → 08/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2015 → 08/2017
  Northwestern Mutual Investment Services Llc
  Monroeville, PA
• 05/2016 → 08/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → 09/2023
  Janney Montgomery Scott Llc
  Ligonier, PA
• 09/2023 → Present
  Raymond James Financial Services, Inc.
  Ligonier, PA
• 09/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Ligonier, PA
• 09/2023 → Present
  Thomas Financial Associates
  Lagonier, PA

Previous Registrations

• 2017-09-27 → 2023-09-05
  Janney Montgomery Scott Llc
  Pittsburgh, PA
  Ligonier, PA

Other Businesses

(1)Name of Business: Honor Wealth Planning LLC Address: 110 S. Fairfield St, Ligonier, PA, 15658-1394, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: this is my personal LLC affiliated with Raymond James (2)Name of Business: McKenzie Boys Club LLC Address: 133 Woodhaven Ln, Ligonier, PA, 15658, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: Yes Start Date: 01/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of this Business Entity which will own a Commercial Building. The Commercial Building will be rented to my other business entity, Honor Wealth Planning LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-27
• S63 Uniform Securities Agent State Law Examination
  2016-03-21

Designations

Other Names

• Conor Mckenzie