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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED | 2024-10-24 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Advisor Services, Llc | Mansfield | OH | 08/2016 | 10/2024 |
| Kestra Investment Services, Llc | Mansfield | OH | 08/2016 | 10/2024 |
| Kestra Advisory Services, Llc | Mansfield | OH | 08/2016 | 10/2024 |
| Janney Montgomery Scott Llc | Mansfield | OH | 10/2024 | Present |
1. Per Augusta In Augusta LLC, Mansfield, OH. Sole Owner (01/2004) - real estate investments. Compensated, 10 hours/month, investment related. 2. Taking Root Farms, Mansfield, OH. Taking Root Farms will empower and enhance the daily lives of adults with developmental disabilities living in Richland County and the surrounding region. Board Member (03/2024) - Advisement to non-profit operations. Not compensated, not investment related, 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-15 |
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