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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-18 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-25 |
Branch Locations
9703 Brookpark Road, Parma, OH 44129 • United States
13374 Ridge Road, North Royalton, OH 44133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly's Tax & Financial Services | Parma | OH | 10/2017 | Present |
| Anderson International Corp | Cleveland / Stow | OH | 06/2005 | 10/2017 |
| Lincoln Investment Llc | Fort Washington | PA | 09/2018 | Present |
KELLY'S TAX & FINANCIAL SERVICES POSITION: Vice President, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/25/2019 ADDRESS: 9703 Brookpark Road, Parma OH 44129, United States DESCRIPTION: Offering insurance products to clients KELLY'S TAX & FINANCIAL SERVICES POSITION: Vice President, Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2017 ADDRESS: 9703 Brookpark Road, Parma OH 44129, United States DESCRIPTION: I prepare federal, state and local tax returns for individuals andother entities, manage staff and facilitate business process improvement. Mark D Kelly Position: Sole Proprietor/Agent Nature: Insurance Investment Related: Yes Hours: 20 Securities Trading Hours: 20 Start Date: 6/25/2019 Address: 9703 Brookpark Road Parma, OH 44129 Description: Offering insurance products to clients. Sales and service
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