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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-10 |
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