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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-05 |
Branch Locations
1605 Carmody Ct., Suite 301, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners, Ltd | Sewickley | PA | 01/2024 | Present |
| Bny Mellon | Pittsburgh | PA | 06/2023 | 12/2023 |
| Beratung Advisors | Pittsburgh | PA | 09/2021 | 05/2023 |
| La Roche University | Pittsburgh | PA | 08/2019 | 08/2021 |
| School | Butler | PA | 08/2013 | 06/2019 |
Registered Investment Advisor DBA - Kelley Financial Group - Inv Related. Sewickley, PA. Financial Planning and Investment Advisory. Wealth Management Assistant. Start Date Jan 2024. 160n hours per month/130 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
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