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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-08 |
Branch Locations
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
6715 Tippecanoe Road, B-201, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sa Stone Wealth Management | Canfield | OH | 09/2014 | 01/2024 |
| Sa Stone Investment Advisors | Canfield | OH | 01/2015 | 01/2024 |
| Madison Avenue Securities | San Diego | CA | 01/2024 | Present |
| Capital A Wealth Management | New Castle | PA | 01/2024 | 06/2025 |
| Kiefer Financial Services | Canfield | OH | 03/2014 | 02/2024 |
| Capital A Wealth Management | Cranberry Township | PA | 06/2025 | Present |
1. NAME: CAPITAL A WEALTH MANAGEMENT; ADDRESS: 6715 TOPPECANOE RD SUITE D-101, CANFIELD OH 44406; INVESTMENT RELATED: POSITION: FINANCIAL ADVISOR AND INVESTMENT ADVISOR REPRESENTATIVE INCLUDING INSURANCE LICENSED ACTIVITIES ; DUTIES: FINANCIAL ADVISOR HELPING WITH RETIREMENT PLANNING; HOURS PER WEEK: 40 HOURS; START DATE: 02/2024; 2. NAME: KIEFER FINANCIAL SERVICES; ADDRESS: 6715 TOPPECANOE RD SUITE D-101, CANFIELD OH 44406; INVESTMENT RELATED: YES; POSITION: FINANCIAL ADVISOR INCLUDING INSURANCE LICENSED ACTIVITIES ; DUTIES: FINANCIAL ADVISOR HELPING WITH RETIREMENT PLANNING; HOURS PER WEEK: 40 HOURS; START DATE: 05/1972
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-11 |
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