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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-19 |
| TX | RA | APPROVED | 2025-03-19 |
Branch Locations
1605 Carmody Court Suite 301, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seneca Hills Bible Camp | Polk | PA | 06/2017 | 09/2019 |
| Allison's Tree Farm And Landscaping | Aliquippa | PA | 08/2018 | 03/2022 |
| First National Bank | Moon | PA | 05/2022 | 08/2022 |
| Mckinley-Carter Wealth Services | Wexford | PA | 05/2023 | 08/2023 |
| New Balance Athletics | Grove City | PA | 03/2023 | 05/2024 |
| Touchstone Capital | Pittsburgh | PA | 06/2024 | 02/2025 |
| Unemployed | Aliquippa | PA | 05/2014 | 05/2017 |
| Unemployed | Aliquippa | PA | 09/2022 | 03/2023 |
| Stratos Wealth Partners, Ltd. | Sewickley | PA | 02/2025 | Present |
1) Doordash; it is not investment-related, I am a solo contractor/driver for doordash, which is a food delivery service. I started with them June 5, 2020 and typically work when I want to (8 hours a month on average). During trading hours I never work for them. I drive around and deliver food for them. 2) The Kelley Group - DBA; Invesment-Related; Address: 1605 Carmody Court Sewickley, PA 15143; Nature: Financial Planning; Position: Financial Advisor; Start Date: 2/1/2025; Number of hours devoted: 40; Number of hours devoted during trading hours: 40; Description: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
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