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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
2200 Georgetowne Drive Suite 100, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Sewickley | PA | 10/2010 | 01/2025 |
| Osaic Wealth, Inc. | Sewickley | PA | 01/2025 | Present |
1) FAMILY WEALTH MANAGEMENT GROUP, LLC POSITION: Agent NATURE: LLC. Family Wealth Management Group is a marketing name. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2012 ADDRESS: 2200 Georgetowne Drive, Suite 100, Sewickley PA 15143, United States DESCRIPTION: OFFERING ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, TRADITIONAL LIFE INSURANCE, FIXED/INDEXED ANNUITIES, AND FIXED LIFE SETTLEMENTS. & OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE 2) KELLY L. KENNEDY 2200 GEORGETOWNE DRIVE SUITE 100 SEWICKLEY, PA 15143 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 2/1/2012 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 3) Kelly Kennedy 2200 Georgetown Drive Suite 100 Sewickley PA 15143 Category: Media Investment Related: No Title: Author Duties: Co-authored a book, "Mastering Your Financial Success" Start Date: 09/15/2019 Hours per Month: 1 Hours per Month during trading hours: 0 4) KELLY KENNEDY-AFTER SCHOOL RUN CLUB POSITION: Host NATURE: This is not a business, it is an after-school program I am offering to my child's school. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2026 ADDRESS: 241 Whetherburn Drive, Wexford PA 15090, United States DESCRIPTION: I am hosting an after school running program at my child's school in which they will pay to participate in the program. It will be on the school's PTO website when registration opens in January 2026. It will consist of 6 sessions that are 1 hour each in March/April.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
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