Anna Vitale

5900 Landerbrook Drive Suite 100, Cleveland, OH 44125 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-07-17

Branch Locations

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

Organization	City	State	From	To
Key Investment Services, Llc	Brooklyn	OH	06/2023	03/2026
John Carroll University Csdi Office	University Heights	OH	08/2021	05/2023
Marcum Wealth	Mayfield Village	OH	08/2022	12/2022
Avery Dennison Corporation	Painesville	OH	05/2022	08/2022
F.N.B. Corporation	Pittsburgh	PA	05/2021	07/2021
Giant Eagle	Greensburg	PA	05/2020	01/2021
John Carroll University	University Heights	OH	08/2019	05/2023
Excela Westmoreland Hospital	Greensburg	PA	02/2019	09/2019
Greensburg Central Catholic Junior-Senior High School	Greensburg	PA	08/2014	05/2019
Wellspring Family Office	Cleveland	OH	03/2026	Present

06/2023 → 03/2026

Key Investment Services, Llc

Brooklyn, OH
08/2021 → 05/2023

John Carroll University Csdi Office

University Heights, OH
08/2022 → 12/2022

Marcum Wealth

Mayfield Village, OH
05/2022 → 08/2022

Avery Dennison Corporation

Painesville, OH
05/2021 → 07/2021

F.N.B. Corporation

Pittsburgh, PA
05/2020 → 01/2021

Giant Eagle

Greensburg, PA
08/2019 → 05/2023

John Carroll University

University Heights, OH
02/2019 → 09/2019

Excela Westmoreland Hospital

Greensburg, PA
08/2014 → 05/2019

Greensburg Central Catholic Junior-Senior High School

Greensburg, PA
03/2026 → Present

Wellspring Family Office

Cleveland, OH

Insurance Licensed Life and Health

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-15

Other Firms