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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-12
  • PA RA
    APPROVED
    Since 2026-06-12

Branch Locations

3730 Brownsville Road, Pittsburgh, PA 15227 • 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 Associates Pittsburgh PA 02/1992 Present
The Alliance For Infants & Toddlers Pittsburgh PA 07/1996 Present
Human Services Admin. Org Pittsburgh PA 07/1999 Present
Fay Boland Tax Collections Pittsburgh PA 05/2002 12/2025
Elected Tax Collectior Brentwood PA 05/2002 12/2025
Donnelly Boland Tax Services Pittsburgh PA 11/2004 Present
Clermont Property Associates,Llc Pittsburgh PA 11/2004 Present
Avantax Investment Services, Inc. Pittsburgh PA 08/2008 09/2025
Avantax Advisory Services Pittsburgh PA 10/2013 09/2025
Avantax Insurance Agency, Llc Pittsburgh PA 07/2014 09/2025
Cetera Wealth Services, Llc Pittsburgh PA 09/2025 06/2026
Cetera Investment Advisers Llc Schaumburg IL 09/2025 06/2026
Commonwealth Financial Network Waltham MA 06/2026 Present
Geisler & Company Financial Planning Pittsburgh PA 06/2026 Present
  • 02/1992 → Present
    Donnelly-Boland And Associates
    Pittsburgh, PA
  • 07/1996 → Present
    The Alliance For Infants & Toddlers
    Pittsburgh, PA
  • 07/1999 → Present
    Human Services Admin. Org
    Pittsburgh, PA
  • 05/2002 → 12/2025
    Fay Boland Tax Collections
    Pittsburgh, PA
  • 05/2002 → 12/2025
    Elected Tax Collectior
    Brentwood, PA
  • 11/2004 → Present
    Donnelly Boland Tax Services
    Pittsburgh, PA
  • 11/2004 → Present
    Clermont Property Associates,Llc
    Pittsburgh, PA
  • 08/2008 → 09/2025
    Avantax Investment Services, Inc.
    Pittsburgh, PA
  • 10/2013 → 09/2025
    Avantax Advisory Services
    Pittsburgh, PA
  • 07/2014 → 09/2025
    Avantax Insurance Agency, Llc
    Pittsburgh, PA
  • 09/2025 → 06/2026
    Cetera Wealth Services, Llc
    Pittsburgh, PA
  • 09/2025 → 06/2026
    Schaumburg, IL
  • 06/2026 → Present
    Waltham, MA
  • 06/2026 → Present
    Geisler & Company Financial Planning
    Pittsburgh, PA
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. President & Owner, 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; 7% of time spent during business hours; Not Conducted at branch location; Not Investment related.  9. President & Owner, 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; 5% 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. Owner, Donnelly-Boland and Associates; entity providing CPA & back office support services, as of 02/1992; 60% of time spent during business hours; conducted at branch; Not investment related.  12. Owner & President, Donnelly-Boland and Associates; providing CPA & back office support services, as of 02/1992; 60% of time spent during business hours; conducted at branch; Not investment related.  13. Tax Preparation & Accounting, Donnelly-Boland Tax Services, LLC;  as of 10/07/2004; 2% of time spent during business hours; Conducted at branch location; Not Investment related.  14. Co-owner, Donnelly-Boland Tax Services, LLC; providing tax & accounting services; as of 10/07/2004; 2% of time spent during business hours; Conducted at branch location; Not Investment related.  15. Owner, Allegheny Community Network; Located at 2801 Custer Avenue, Pittsburgh, PA 15227, as of 06/15/2004; Less than 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.  

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

View on SEC IAPD

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