Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-05

Branch Locations

3730 Brownsville Road, Pittsburgh, PA 15227 • United States

Pittsburgh, PA • 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
Donnelly-Boland And Assoc Pittsburg PA 06/1999 Present
Alliance For Infant & Toddlers Pittsburg PA 06/1999 Present
Human Services Admin Pittsburgh PA 07/1999 Present
Gateway Rehabilitation Pittsburgh PA 11/2000 11/2019
Donnelly-Boland Tax Service Pittsburgh PA 11/2004 Present
Clermont Property Pittsburgh PA 11/2004 Present
Avantax Investment Services, Inc. Pittsburgh PA 08/2008 09/2025
Commonwealth Financial Network Waltham MA 06/2026 Present
Avantax Advisory Services Pittsburgh PA 10/2013 09/2025
Avantax Insurance Agency, Llc Pittsburgh PA 06/2014 09/2025
Seton-La Salle Catholic High School Pittsburgh PA 03/2019 06/2025
Fiduciary Appointment Pittsburgh PA 06/2020 Present
Daniel L. Kelly Properties Lp Pittsburgh PA 07/2019 Present
Cetera Wealth Services, Llc Pittsburgh PA 09/2025 06/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 06/2026
  • 06/1999 → Present
    Donnelly-Boland And Assoc
    Pittsburg, PA
  • 06/1999 → Present
    Alliance For Infant & Toddlers
    Pittsburg, PA
  • 07/1999 → Present
    Human Services Admin
    Pittsburgh, PA
  • 11/2000 → 11/2019
    Gateway Rehabilitation
    Pittsburgh, PA
  • 11/2004 → Present
    Donnelly-Boland Tax Service
    Pittsburgh, PA
  • 11/2004 → Present
    Clermont Property
    Pittsburgh, PA
  • 08/2008 → 09/2025
    Avantax Investment Services, Inc.
    Pittsburgh, PA
  • 06/2026 → Present
    Waltham, MA
  • 10/2013 → 09/2025
    Avantax Advisory Services
    Pittsburgh, PA
  • 06/2014 → 09/2025
    Avantax Insurance Agency, Llc
    Pittsburgh, PA
  • 03/2019 → 06/2025
    Seton-La Salle Catholic High School
    Pittsburgh, PA
  • 06/2020 → Present
    Fiduciary Appointment
    Pittsburgh, PA
  • 07/2019 → Present
    Daniel L. Kelly Properties Lp
    Pittsburgh, PA
  • 09/2025 → 06/2026
    Cetera Wealth Services, Llc
    Pittsburgh, PA
  • 09/2025 → 06/2026
    Schaumburg, IL
Previous Registrations
Other Businesses

1. Co-Owner of multiple rental properties located in Pittsburgh, PA, as of 06/20/1988; 1% of time spent during business hours; Not conducted at branch location; Investment related.  2. Co-Owner, James T Kelly Management Company, LLC, an entity created for the purpose of managing real estate through Kelly Properties LPs, as of 02/10/2014; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.  3. Co-Owner, James T Kelly Properties LP, an entity created for the purpose of buying and managing commercial real estate at 101 Bellevue Road, Pittsburgh, PA 15229, as of 02/27/2014; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.  4. Co-Owner, Daniel L Kelly Properties LP, an entity created for the purpose of buying and managing residential and commercial real estate at 284 Joseph Street, Pittsburgh, PA 15227 and parking lot, and 330 Joseph Street (Lafferty), Pittsburgh, PA 15227 and parking lot, as of 07/05/2019; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.  5. Co-Owner, D Nathan Kelly Properties LP, an entity created for the purpose of buying and managing residential real estate at 130 Lochfoot Ln, Mooresville, NC 28117, as of 02/28/2022; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.  6. Co-Owner, Ian N Kelly Properties, LP, an entity created for the purpose of buying and managing commercial real estate at 4550 McKnight Road, Pittsburgh, PA 15237, as of 01/01/2022; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.  7. Co-Owner, Clermont Property Associates, LLC, an entity created for the purpose of buying and managing residential and commercial real estate at 3730 Brownsville Road, Pittsburgh, PA 15227, 602 Kirk Avenue, Pittsburgh, PA 15227, and 234 Dunseith Road, Pittsburgh, PA 15213, as of 01/28/2008; Less than 1% of time spent during business hours; Conducted at branch; Investment related.  8. Board Member, Human Services Administration Organization, Inc.; entity providing service coordination for mental health consumers; Located at 2801 Custer Avenue, Pittsburgh, PA 15227; as of 04/27/1998; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related.  9. Board Member, The Alliance for Infants and Toddlers, Inc.; entity providing early intervention for children; Located at 2801 Custer Avenue, Pittsburgh, PA 15227; as of 10/15/1996; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related.  10. Co-owner, People Empowerment Network, Inc.; private entity with no current activity; Located at 284 Joseph Street, Pittsburgh, PA 15227; as of 04/2003; Less than 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.  11. Executive Vice President, Donnelly-Boland and Associates; providing CPA & back office support services, as of 06/30/1999; 50% of time spent during business hours; conducted at branch; Not investment related.  12. Tax Preparation & Accounting, Donnelly-Boland Tax Services, LLC; as of 10/07/2004; 25% of time spent during business hours; Conducted at branch location; Not Investment related.  13. Co-owner, Donnelly-Boland Tax Services, LLC; providing tax & accounting services; as of 10/07/2004; 25% of time spent during business hours; Conducted at branch location; Not Investment related.  14. Fixed insurance sales; as of 06/05/2026; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.  

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-08
  • S63 Uniform Securities Agent State Law Examination
    2008-10-08

View on SEC IAPD

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor