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Current Employers
Market Street Wealth Management

999 West Chester Pike Suite 202, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-10-19
  • PA RA
    APPROVED
    Since 2012-10-19

Branch Locations

999 West Chester Pike Suite 202, West Chester, PA 19382 • 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
Usa Financial Securities Corporation Ada MI 08/2012 Present
Market Street Wealth Management West Chester PA 05/2012 Present
Previous Registrations
Other Businesses

MARKET STREET WEALTH MANAGEMENT - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER, PA 19382. START DATE 08/09/2012. INVESTMENT COORDINATOR. ADMINISTRATIVE TASKS PERTAINING TO INVESTMENT APPLICATIONS. INVESTMENT RELATED. 96 HOURS PER MONTH DEVOTED TO BUSINESS. 96 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-05
  • S66 Uniform Combined State Law Examination
    2007-06-05
Other Names
  • Kelly Ann Livesey

View on SEC IAPD

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