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1545 West 38Th Street, Erie, PA 16508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
| PA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstreet Financial, Llc | Erie | PA | 10/2018 | 05/2020 |
| Pnc Wealth Management | Erie | PA | 04/2015 | 10/2018 |
| Evident Financial | Erie | PA | 10/2018 | 10/2019 |
| One-Up Financial Llc | Erie | PA | 05/2020 | Present |
| Altcpas | Erie | PA | 05/2019 | 11/2024 |
| Origin Financial | San Francisco | CA | 10/2021 | 10/2022 |
| Skm Wealth Advisors Llc Dba One-Up Financial | Erie | PA | 10/2024 | Present |
| Presogna & Co., P.C. | Erie | PA | 01/2022 | Present |
- Presogna & Co., P.C. - Not Investment Related - 359 West 26th Street, Erie, PA 16506 - Accounting and Tax - Consultant - 01/2022 - 2 hours - 0 hours devoted during trading hours - Part-time consultant with bookkeeping and tax services - One-Up Financial LLC - Investment Related - 1001 State St #907 Erie, PA 16501 - Financial Planning, Investment and Tax Advisor - Managing Member & Chief Compliance Officer - 02/2020 - 10 hours per week during securities trading hours - Managing Member and overseeing compliance within One-Up Financial LLC
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