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273 Main Street, Brookville, PA 15825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley & Co., Pc | Brookville | PA | 11/2009 | Present |
| Mckinley Financial Advisors, Inc. | Brookville | PA | 02/2016 | Present |
| Mckinley Financial Advisors, Inc. | Brookville | PA | 01/2022 | Present |
| Mckinley Financial Advisors, Inc. | Brookville | PA | 11/2023 | Present |
1) MCKINLEY & CO., PC, NON-INVESTMENT RELATED, SAME ADDRESS AS REGISTERED LOCATION, TAX & ACCOUNTING SERVICES, START DATE 11/15/2009, 80 HRS/MO; 80 HRS/TRADING; CPA FIRM THAT SHARES CLIENTS WITH RIA FIRM. 2) CFOB CAPITAL; INVESTMENT RELATED; BROOKVILLE, PA; PRIVATE INVESTMENT PARTNERSHIP; PARTNER; LESS THAN 5 HRS/MO; 0 HRS/TRADING; NO DIRECT OR INDIRECT COMPENSATION OTHER THAN SHARE OF INVESTMENT EARNINGS, NO INVESTMENT ADVISORY ROLE, NO AUTHORITY TO DIRECT INVESTMENTS. 3) HISTORIC BROOKVILLE, INC; NOT INVESTMENT REL; BROOKVILLE, PA; HISTORIC PRESERVATION, NON-PROFIT ORG; TREASURER; START DATE 2010; LESS THAN 5 HRS/MO; 0 HRS/TRADING; ASSISTS WITH INVESTMENT DECIDSIONS IN CAPACITY AS VOLUNTEER TREASURER FOR ORGANIZATION. NO DISCRETIONARY AUTHORITY. ORGANIZATION USES AN UNRELATED THIRD-ARTY INVESTMENT ADVISOR AND CUSTODIAN. NEITHER FIRM, NOR ADVISOR RECEIVES ANY DIRECT OR INDIRECT COMPENSATION. 4) TRIAD VENTURES, LLC, NOT INVESTMENT-RELATED; BROOKVILLE, PA; REAL ESTATE PARTNERSHIP; LLC MEMBER; LESS THAN 5 HRS/MO; 0 HRS/TRADING; OWNS REAL ESTATE LEASED TO RIA AND ASSOCIATED CPA FIRM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-08 |
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