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3021 Wilmington Rd, New Castle, PA 16105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-31 |
| PA | RA | APPROVED | 2019-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Storehouse Investments Llc | New Castle | PA | 07/2019 | Present |
| Williams-Cleaveland Company | New Castle | PA | 08/2016 | 02/2020 |
| Sa Stone Investment Advisors Inc. Dba Williams-Cleaveland Financ | New Castle | PA | 01/2017 | 07/2019 |
| Sa Stone Wealth Management Inc. Dba Williams-Cleaveland Financia | New Castle | PA | 10/2016 | 07/2019 |
| Robert Lyles, Sole Proprietor | New Castle | PA | 02/2020 | Present |
| City Of New Castle | New Castle | PA | 11/2020 | Present |
| Farrell Area School Distrcit | Farrell | PA | 09/2023 | 08/2024 |
| Farrell Area School District | Farrell | PA | 08/2024 | Present |
| Lawrence Co. Sports Hall Of Fame | New Castle | PA | 08/2021 | Present |
| Robert E. Lyles Sole Proprietor | New Castle | PA | 02/2015 | Present |
1) Business Name: New Castle Area School District Business Address: New Castle, PA 16101 Nature of Business: School Governance for Public School System Investment Related: No Position: School Director (board member) Duties: Represent the people of New Castle School District in the matters of Public Education Start Date: Dec 2017 APPROXIMATE TIME SPENT: 5 per month None during market hours 2) Secretary for the City of New Castle Municipal Government Investment related: No Address: New Castle, PA Title: Secretary Nature of business: Municipal Government Duties: Incoming/outbound calling; prepare correspondence; research Start: 11/2020 Hours 64 hour per month 48 during trading hours 3) Robert Lyles, Sole Proprietor Investment related: Yes Address: New Castle, PA Title: Insurance Agent Nature of business: Insurance Duties: Insurance sales and service Start: 02/2020 Hours 2 per month 0 during trading hours 6)Business Name: Farrell Area School District Business Address: 1600 Roemer Blvd. Farrell, PA 16121 Nature of Business: Education Investment Related: No Position: Teacher Duties: Teaching Start Date: August 2024 APPROXIMATE TIME SPENT: 160 hours per month/160 hours during market hours 7)Lawrence Co. Sports Hall of Fame Business Address: New Castle, PA Nature of Business: Hall of Fame Investment Related: No Position: Volunteer Start Date: August 2021 APPROXIMATE TIME SPENT: 2 hours per month/0 hours during market hours 8)Robert E. Lyles Business Address: New Castle, PA Nature of Business: Rental Property Investment Related: No Position: Owner Start Date: February 2015 APPROXIMATE TIME SPENT: 2 hours per month/0 hours during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-24 |
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