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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-16 |
| PA | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED | 2024-02-08 |
Branch Locations
6715 Tippecanoe Road, B-201, Canfield, OH 44406 • United States
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers National Bank | Austintown | OH | 03/2015 | 10/2019 |
| Farmers National Bank | Austintown | OH | 10/2019 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2020 | 09/2022 |
| Cetera Investment Advisers Llc | Austintown | OH | 01/2020 | 09/2022 |
| Sa Stone Wealth Management Inc | Canfield | OH | 09/2022 | 01/2024 |
| Sa Stone Investment Advisors | Canfield | OH | 09/2022 | 01/2024 |
| Madison Avenue Securities | San Diego | CA | 01/2024 | Present |
| Capital A Wealth Management | New Castle | PA | 01/2024 | 06/2025 |
| Capital A Wealth Management | Cranberry Township | PA | 06/2025 | Present |
1.NAME: CAPITAL A WEALTH MANAGEMENT; ADDRESS: 6715 TIPPECANOE RD, d-101, CANFIELD, OH 44406; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR AND INVESTMENT ADVISOR REPRESENTATIVE INCLUDING INSURANCE LICENSED ACTIVITIES ; DUTIES: FINANCIAL ADVISOR HELPING CLIENTS WITH RETIREMENT PLANS; HOURS PER WEEK: 40 HOURS; 12/2023; 2. NAME: KIEFER FINANCIAL SERVICES; ADDRESS: ADDRESS: 6715 TIPPECANOE RD, d-101, CANFIELD, OH 44406; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR; DUTIES: FINANCIAL ADVISOR HELPING CLIENTS WITH RETIREMENT PLANS INCLUDING INSURANCE LICENSED ACTIVITIES ; HOURS PER WEEK: 40 HOURS; 10/2022; 3. NAME: ASSOCIATION OF FINANCIAL CONSULTANTS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: IRS APPROVED 501(C)(3) NON-PROFIT ORGANTIZATION OFFERING HIGH-QUALITY EDUCATION THROUGH FREE EDUCATIONAL WORKSHOPS AND CLASSES IN A NON-SELLING ENVIORMENT; POSITION: MEMBER OF ORGANIZATION AND PRESENTER OF RETIREMENT PLANNING TOPICS; HOURS PER WEEK: 4 HOURS; START DATE: 6/1/2025; 4. NAME: COUNCIL OF FINANCIAL EDUCATORS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: IRS APPROVED 501(C)(3) NON-PROFIT ORGANTIZATION THAT IS COMMITTED TO PROVIDING THE PUBLIC WITH THE KNOWLEDGE TO CONFIDENTLY NAVIGATE THE EVERCHANGING RETIREMENT LANDSCAPE THROUGH EDUCATIONAL CLASSES AND RESOURCES TO THE PUBLIC TO ADDRESS THESE NEEDS; POSITION: MEMBER OF ORGANIZATION AND PRESENTER OF RETIREMENT PLANNING TOPICS; HOURS PER WEEK: 4 HOURS; START DATE: 6/1/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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