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Rochester, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'KEefe Stevens Advisory | Rochester | NY | 02/2025 | Present |
| Mapstone Veritas Financial Group | Rochester | NY | 09/2024 | 02/2025 |
| Noticestry Llc | Mendon | NY | 09/2023 | 04/2024 |
| St. John Fisher University | Rochester | NY | 09/2022 | 05/2024 |
| Stellar Roofing | Rochester | NY | 03/2023 | 07/2023 |
| Mcdonalds | Hilton | NY | 02/2022 | 09/2022 |
| Bill Gray's | Rochester | NY | 12/2021 | 01/2022 |
| Green Acres Farm & Nursery | Rochester | NY | 08/2020 | 12/2021 |
| Hilton School & St. John Fisher University | Rochester | NY | 06/2015 | 06/2025 |
Kellan Peer is the owner of two LLCs - Cardinal Power Wash and Arbitrage Fitness. Cardinal Power Wash is a power washing business for homes in the Monroe County Area. Arbitrage Fitness is an online personal training business. He has not operated either business in the past two months, but has not shut down the LLCs. Therefore, he spends 0 hours a month on each business. Kellan is a Registered Agent for Oasis Therapy LLC. This is his mother's private practice that he assisted her with setting up. He spends 3 hours per month on this business, all outside of trading hours. His work with Oasis Therapy consists of consulting and advising his mother on different business opportunities, assisting with her business plan, and finding a location for the practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-05 |
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