Kelly Mcbride Atkins

Current Employers

Employment History

• 09/2016 → 11/2016
  The Agnes Irwin School
  Rosemont, PA
• 05/2017 → Present
  Principal Life Insurance Company
  Wayne, PA
• 05/2017 → Present
  Principal Securities Inc
  Wayne, PA
• 04/2007 → 05/2017
  Self Employed
  Bryn Mawr, PA

Other Businesses

**Fixed Insurance, 550 E Swedesford Rd, Suite 140, Wayne, PA 19087, Life, DI, LTC, Health, Group, Dental, Medicare Supplement, 10/06/17, Investment Related: Y, Hours Per Month: 5. **KODIAK TAX SOLUTIONS POSITION: Kodiak Tax Solutions NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 104 Apel Ave, Oreland PA 19075, United States DESCRIPTION: It is an existing tax preparation business I am purchasing part of and the business is primarily engaged in preparing tax returns for individuals and businesses. **KODIAK WEALTH MANAGEMENT LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/12/2024 ADDRESS: 550 E Swedesford, Ste 240, WAYNE PA 19087, United States DESCRIPTION: Kodiak Wealth Management LLC was formed as a partnership between me and Matthew DiPuppo to manage ongoing shared financial responsibilities associated with the hiring and managing of an office assistant. I will be a partner and responsibilities will include training and managing the assistant. There are no products or services, or customers that will be served beyond what I am doing in my position at Principal.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-09
• S63 Uniform Securities Agent State Law Examination
  1987-12-28

Other Names

• Kelly Anne Mcbride