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309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-07-14 |
| PA | RA | APPROVED | 2020-06-08 |
| OH | RA | APPROVED | 2020-03-23 |
Branch Locations
309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States
309 Smithfield Street Sixth Floor, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1996-01-02 |
Branch Locations
309 Smithfield Street Sixth Floor, Pittsburgh, PA 15222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Financial Group, Inc. Dba Elder Law Management | Pittsburgh | PA | 08/1994 | Present |
| Jones & Cwalina | Pittsburgh | PA | 05/1994 | 09/2016 |
| Penn State University | College Park | PA | 09/1991 | Present |
| Elm Capital Management Inc. | Pittsburgh | PA | 03/2020 | Present |
| Jones & Associates, P.C | Pittsburgh | PA | 09/2016 | Present |
1) 09/2016: Owner; Jones & Associates, P.C. A law firm specializing in estate and tax planning including asset protection located at 309 Smithfield Street, 6th Floor, Pittsburgh, Pennsylvania 15222; requiring a substantial amount of time. Predecessor firms originate in January 1991. 2) 03/1993, Owner/Managing Member; Elder Law Management of WV, LLC; A law firm specializing in estate and tax planning including asset protection located at 3467 University Avenue, Suite 200, Morgantown, West Virginia 26505; requiring a moderate amount of time. Converted to an LLC in 01/2011. 3) 02/2018; Owner/Managing Member; ELM Capital Management, LLC with its registered address at 4952 San Pablo Court, Naples, Florida 34109; registered to conduct business in Pennsylvania with a registered address of 309 Smithfield Street, 6th Floor, Pittsburgh, Pennsylvania 15222; a registered investment advisory firm doing business in Pennsylvania and various other states. Requires a substantial amount of time. Converted to an LLC in 04/2020. 4) 08/2012; Owner/Managing Member of United Financial Realty, LLC., entity holds commercial property located at 3467 University Avenue, Suite 200, Morgantown, West Virginia 26505; requires minimal time. 5) 01/2011 Owner/Managing Partner of ELM Realty Limited Partnership; entity holds commercial property located at 608/610 Third Street, Beaver, Pennsylvania 15009; requires minimal time. 6) 05/2011 Interest Owner in Elder Law Management Holdings, Inc. a Florida holding company, with its registered address located at 4952 San Pablo Court, Naples, Florida 34109; holds interests in ELM Realty Limited Partnership and Elder Law Management, LLC of WV; requires minimal time. 7) 05/2011 Interest Owner in Elder Law Management, Inc., a Florida holding company, with its registered address located at 4952 San Pablo Court, Naples, Florida 34109; holds interests in ELM Realty Limited Partnership and Elder Law Management, LLC of WV; requires minimal time. 8) 06/1996 Impact Management Services, Inc.; Owner; Pennsylvania Corporation. Inactive. 9) Mr. Jones' insurance license is inactive. 10) 09/1991 Mr. Jones is an adjunct professor (Business department) at Penn State University.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-22 |
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