Kevin Thomas Kane

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Glenside, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Glenside, PA
• 05/2024 → Present
  Derry Wealth Management, Llc., Greenwood Financial Services
  Glenside, PA

Other Businesses

(1)Name of Business: BNI (networking group) Address: 633 N Easton Rd, Glenside, PA, 19038-5126, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I speak about networking about twice a month for 3-4 minutes in an educational capacity. Also I am a member of the Membership committee. I Handle no funds. (2)Name of Business: Dennis Kelly AOH Address: 633 North Easton Road, Glenside, PA, 19038-9518, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: No Start Date: 12/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Charity Committee Member. When a charitable request comes into our AOH (fraternal charity) the charity committee votes whether it meets our criteria and mission. If approved, we send it to the board for a vote. (3)Name of Business: Derry Wealth Management, LLC., Greenwood Financial Services Address: 633 N Easton Rd, Glenside, PA, 19038-5126, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own the LLC that bought 1/2 of Greenwood Financial the existing support company as part of a succession plan buyout. (4)Name of Business: Logica Research, Intercept Survey Solutions MI, focusfyd.com, wealth advisor, Qualtrics Survey, sponsored research.net, Fundamental media.com Address: 7 Crescent Hill Drive, Havertown, PA, 19083, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 03/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I take occasional anonymous surveys on investment products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-16
• S63 Uniform Securities Agent State Law Examination
  1996-11-07