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Inactive

Joseph Michael Kelly

Henderson Brothers Financial Partners LLC

Pittsburgh, PA

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Current Employers
Henderson Brothers Financial Partners Llc

920 Fort Duquesne Boulevard, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-06

Branch Locations

920 Fort Duquesne Boulevard, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanford C. Bernstein & Co., Llc Cleveland OH 09/2019 10/2020
Alight Solutions Lincolnshire IL 05/2017 09/2019
Ohio University Athens OH 08/2013 05/2017
Meeder Investment Management, Inc. Dublin OH 03/2021 11/2023
Unemployed Avon OH 11/2020 02/2021
Global Retirement Partners, Llc San Rafael CA 11/2023 03/2025
Henderson Brothers Financial Partners Llc Pittsburgh PA 03/2025 Present
  • 09/2019 → 10/2020
    Sanford C. Bernstein & Co., Llc
    Cleveland, OH
  • 05/2017 → 09/2019
    Alight Solutions
    Lincolnshire, IL
  • 08/2013 → 05/2017
    Ohio University
    Athens, OH
  • 03/2021 → 11/2023
    Meeder Investment Management, Inc.
    Dublin, OH
  • 11/2020 → 02/2021
    Unemployed
    Avon, OH
  • 11/2023 → 03/2025
    Global Retirement Partners, Llc
    San Rafael, CA
  • 03/2025 → Present
    Henderson Brothers Financial Partners Llc
    Pittsburgh, PA
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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