Rodman Dehart Young

Employer firm

Keyvantage Wealth Advisors CRD 331996

$339M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Keyvantage Wealth Advisors

95 Highland Avenue Suite 310, Bethlehem, PA 18017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-02
PA	RA	APPROVED	2024-08-05

TX RA
APPROVED

Since 2025-04-02
PA RA
APPROVED

Since 2024-08-05

Branch Locations

95 Highland Avenue Suite 310, Bethlehem, PA 18017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valley National Group, Inc.	Bethlehem	PA	10/2008	08/2024
Keyvantage Wealth Advisors	Bethlehem	PA	08/2024	Present

10/2008 → 08/2024

Valley National Group, Inc.

Bethlehem, PA
08/2024 → Present

Keyvantage Wealth Advisors

Bethlehem, PA

Previous Registrations

2008-10-21 → 2024-08-06

Valley National Advisers Inc

Bethlehem, PA
1998-01-21 → 2008-10-24

Andesa Strategies, Inc.

Allentown, PA
2004-10-01 → 2008-10-24

Andesa Financial Management, Inc.

Allentown, PA

Other Businesses

KeyVantage Services, LLC; not investment-related; 95 Highland Avenue, Suite 310, Bethlehem, PA 18017; tax preparation and services; Co-Founder and CEO; 8/5/24; 18 hours per month during trading hours; supervision of business and preparing tax returns.