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273 Main Street, Brookville, PA 15825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Financial | Brookville | PA | 01/2021 | Present |
| Clyde, Ferraro & Co. Lp | Dubois | PA | 08/2014 | 10/2019 |
| Mckinley & Co., Pc | Brookville | PA | 10/2019 | Present |
| Mckinley Financial | Brookville | PA | 08/2021 | Present |
| Mckinley Financial | Brookville | PA | 01/2022 | Present |
1) McKinley & Co., PC; Not investment-related; Brookville, PA; CPA; Chief Financial Officer; 10/18/2018; 160 hrs/mo; 160 hrs/trading; CPA firm shares clients with RIA firm. RIA firm is a wholly owned subsidiary of CPA firm. RIA Recommends CPA firm services. 2) Triad Ventures, LLC; Not invesment-related; Brookville, PA; Real estate partnership; LLC Member; less than 5 hrs/mo; 0 hrs/trading; Owns real estate leased to RIA and associated CPA firm. 3) Brookville Evangelical Methodist Church; Not investment-related; Brookville, PA; Church/religious group; Lay Leader, Finance Committee; 10 hrs/mo; 0 hrs/trading; Assist with investment decisions in capacity as volunteer member of finance committee. No discretionary authority. Organization uses an unrelated third-party investment advisor and custodian. Neither firm, nor advisor receives any direct or indirect compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
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