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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-08 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
702 Route 113, Souderton, PA 18964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Pottsville | PA | 12/2016 | 03/2019 |
| Wells Fargo Advisors Llc | Pottsville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pottsville (Park Plaza Location) | PA | 04/2019 | 09/2022 |
| Keybank | Souderton | PA | 04/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 04/2026 | Present |
| Wells Fargo Clearning Services, Llc | Harrisburg | PA | 10/2022 | 09/2024 |
| Schuylkill Racquet Club | Orwigsburg | PA | 09/2008 | Present |
Schuylkill Racquet and Fitness Club; not investment-related; 25 S Greenview Road, Orwigsburg, PA 17961. Nature: I teach a health and fitness class only 1 hour per week on the weekend. This helps keep me sharp and healthy. This organization is not publicly traded and is owned by a private individual. Position: Health/Fitness Instructor. Start Date: 01/01/2000. Number of hours per month: 4; securities trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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