Kristeen Anna Mcconnell

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-14
NJ	RA	APPROVED	2021-01-07
PA	RA	APPROVED	2020-12-23

Branch Locations

295 N Sycamore St, Newtown, PA 18940 • United States

1651 The Fairway, Jenkintown, PA 19046 • United States

16 Highland Park Way, Levittown, PA 19056 • United States

601 Louis Drive, Warminster, PA 18974 • United States

210 Lake Drive East Suite 310, Cherry Hill, NJ 08002 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase & Co.	Newark	DE	03/2017	05/2020
Financial Integrity Resources Management Llc	Philadelphia	PA	06/2016	02/2017
Temple University	Philadelphia	PA	08/2012	12/2016
Equitable Advisors, Llc	New York	NY	06/2020	Present

03/2017 → 05/2020

Jpmorgan Chase & Co.

Newark, DE
06/2016 → 02/2017

Financial Integrity Resources Management Llc

Philadelphia, PA
08/2012 → 12/2016

Temple University

Philadelphia, PA
06/2020 → Present

Equitable Advisors, Llc

New York, NY

1) USIING KMCCONNELL@PENNADVISORS.COM;

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-22

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