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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-07 |
Branch Locations
State College, PA • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herff Jones Company | Indianapolis | IN | 01/2014 | 03/2017 |
| Edmentum | Minneapolis | MN | 03/2017 | 07/2018 |
| Bartell And Bartell | State College | PA | 07/2018 | 04/2019 |
| Great Minds, Pbc | Washington | DC | 04/2019 | Present |
| Black Knight Wealth Management, Llc | State College | PA | 12/2020 | Present |
1)Education curriculum consultant 2) Carl John Kielbasa; Licensed Insurance Agent Investment related: Yes; Location of the business: 1323 Haymaker Road, State College, PA, 16801; Description of the business: Carl has his insurance license from a previous employer. He is not currently offering insurance products, but the state of PA is requiring the OBA for his approval with the state; Responsibilities Duties: None at this time as he isn't actively engaged in the insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
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