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Collegeville, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-19 |
Branch Locations
Collegeville, PA • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-13 |
Branch Locations
Royersford, PA • United States
Collegeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery County District Attorney's Office | Norristown | PA | 03/2019 | 05/2021 |
| Lancaster County Domestic Relations | Lancaster | PA | 03/2015 | 03/2019 |
| Kennedy Financial Advisors | Collegeville | PA | 05/2021 | Present |
| Osaic Wealth | Collegeville | PA | 05/2021 | Present |
1) KENNEDY FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 40 START DATE: 11/29/2021 ADDRESS: 164 Bechtel Road, Collegeville PA 19426, United States DESCRIPTION: Review existing client reports and statements that include quarterly performance, semi-annual, and annual retirement plans from B/D's and retirement plans. Meet with clients to review and provide consultation services on financial planning. 2) I.T. CONSULTATION POSITION: I.T. Consultant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 164 Bechtel Road, Collegeville PA 19426, United States DESCRIPTION: Consult on I.T. issues and provide solutions. This may include building computers, setting up networks, or providing instruction services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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