Keith D. Lewandoski

Current Employers

Employment History

• 12/2015 → 03/2017
  Metlife Securities, Inc
  Boston, MA
• 03/2017 → 01/2022
  Mml Investors Services, Llc
  West Lebanon, NH
• 03/2005 → 12/2019
  Simon Pearce
  Quechee, VT
• 07/2016 → 01/2022
  Mass Mutual Life Insurance Company
  West Lebanon, NH
• 01/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2019 → Present
  Upper Valley Tax Preparation
  West Lebanon, NH

Previous Registrations

• 2017-03-25 → 2022-01-28
  Mml Investors Services, Llc
  Bradford, VT
  Colchester, VT
  West Lebanon, NH
• 2016-03-11 → 2018-02-01
  Mariner
  Bradford, VT
  Overland Park,, KS
• 2016-02-01 → 2017-03-25
  Msi Financial Services, Inc.
  Bradford, VT
  Boston, MA
• 2012-04-17 → 2015-12-03
  Lewfin Partners
  Sharon, VT
• 2013-05-13 → 2014-12-31
  Gl Investment Services, Llc
  Waltham, MA
• 2006-04-25 → 2011-12-16
  Westminster Financial Advisory Corp
  Quechee, VT
• 2001-01-09 → 2004-10-06
  Morgan Stanley Dw Inc.
  West Lebanon, NH

Other Businesses

1. UPPER VALLEY TAX PREPARATIN, 50 Main Street Ste.A, West Lebanon NH 03784, United States, 02/01/2019, Tax Preparation, Tax Services, NIR, 25 HR/MO - 25 HR/MO TRADING 2. KEITH LEWANDOSKI, 50 Main Street Ste.A, West Lebanon NH 03784, United States, 01/01/2021, Insurance Sales, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO - 10 HR/MO TRADING 3. BARTLETT WEALTH MANAGEMENT, 50 Main Street Ste.A, West Lebanon NH 03784, United States, 01/21/2022, Investment Advisory, CIRA Affiliation, INV REL, 50 HR/MO - 50 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5. COVER HOME REPAIR, INC., 158 S. Main Street, White River Junction VT 05001, United States, 09/01/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5/MO - 2/Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-01-16
• S66 Uniform Combined State Law Examination
  2000-09-18