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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Erie | PA | 06/2021 | 06/2022 |
| Charles River Laboratories | Ashland | OH | 01/2019 | 06/2019 |
| Charles River Laboratories | Ashland | OH | 05/2019 | 06/2021 |
| Moe's Southwest Grill | State College | PA | 05/2018 | 10/2018 |
| Pennsylvania State University | University Park | PA | 08/2015 | 12/2018 |
| Royal Alliance Associates, Inc. | Erie | PA | 06/2022 | Present |
1. KEYSTONE FINANCIAL MANAGEMENT LLC POSITION: Advisor Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/21/2021 ADDRESS: 2205 W. Grandview Blvd, Erie PA 16506, United States DESCRIPTION: Keystone Financial Management LLC is our OSJ who provides payroll to Kress Financial. Payroll is then reimbursed by the advisor Daniel Kress. Elizabeth Melliand does not perform any responsibilties at this OBA. It is merely for payroll processing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-23 |
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