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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-04-26 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
501 Independence Parkway Suite 350, Chesapeake, VA 23220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clp Tax Advisory | Chesapeake | VA | 07/2012 | Present |
| Chesapeake Public School | Chesapeake | VA | 08/2017 | 08/2020 |
| Norfolk Public Schools | Norfold | VA | 08/2020 | Present |
1. Kyleah Parsons is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Kyleah Lee spends approx. 10 hrs/week during trading hours on this activity. 2. Kyleah Lee is the Vice President of CLP Tax Advisory Group and promotes the advisory business through this dba as well as provides logistical support to the company and participates in insurance & annuity sales. Kyleah Lee spends approximately 10 hours per week during trading hours at this investment-related activity. 3. Kyleah Parsons is an assistant principal at Chesapeake Public Schools. She spends approximately 40 hours/week at this on-invested related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-10 |
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