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Samuel Arthur Mckinley

Mckinley Financial

Brookville, PA

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Current Employers
Mckinley Financial

273 Main Street, Brookville, PA 15825 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-02-12
  • PA RA
    APPROVED
    Since 2016-02-12

Branch Locations

273 Main Street, Brookville, PA 15825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2009 → Present
    Mckinley & Co., Pc
    Brookville, PA
  • 02/2016 → Present
    Mckinley Financial Advisors, Inc.
    Brookville, PA
  • 01/2022 → Present
    Mckinley Financial Advisors, Inc.
    Brookville, PA
  • 11/2023 → Present
    Mckinley Financial Advisors, Inc.
    Brookville, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-08
  • S63 Uniform Securities Agent State Law Examination
    2014-03-08
Other Names
  • Samuel Mckinley

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