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Kelsey Marie Burke

Apricity Financial Planning

Whitehouse, OH

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Current Employers
Apricity Financial Planning

6901 Providence Street, Whitehouse, OH 43571 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-07-25
  • OH RA
    APPROVED
    Since 2023-07-25

Branch Locations

6901 Providence Street, Whitehouse, OH 43571 • 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
Pruco Securities, Llc. St. Marys OH 09/2014 03/2023
Prudential Insurance Company Of America St. Marys OH 09/2014 03/2023
Apricity Financial Planning, Llc St. Marys OH 04/2023 Present
  • 09/2014 → 03/2023
    Pruco Securities, Llc.
    St. Marys, OH
  • 09/2014 → 03/2023
    Prudential Insurance Company Of America
    St. Marys, OH
  • 04/2023 → Present
    Apricity Financial Planning, Llc
    St. Marys, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-20
S63 Uniform Securities Agent State Law Examination 2021-05-19
  • S65 Uniform Investment Adviser Law Examination
    2023-05-20
  • S63 Uniform Securities Agent State Law Examination
    2021-05-19
Other Names
  • Kelsey Marie Brown
  • Kelsey Marie Burke

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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Jennifer Lynn Roberts
Jack Paul Potkanowicz
Adam Matthew Lublin
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Matthew Patrick McCartney

Other Offices

THEUS WEALTH ADVISORS · Whitehouse, OH
FARTHER · Whitehouse, OH
EDWARD JONES · WHITEHOUSE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Whitehouse, OH
EDWARD JONES · Whitehouse, OH
KESTRA PRIVATE WEALTH SERVICES, LLC · Waterville, OH
EDWARD JONES · WATERVILLE, OH
FIFTH THIRD SECURITIES, INC. · WATERVILLE, OH

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