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151 Roessler Rd Suite 103, Pittsburgh, PA 15220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-12-12 |
Branch Locations
151 Roessler Rd Suite 103, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keith A. Woerner, Esq. | Pittsburgh | PA | 09/1995 | Present |
| Primesolutions Advisors, Llc | Pittsburgh | PA | 03/2007 | 12/2017 |
| Fortune Financial Services, Inc | New Brighton | PA | 03/2012 | Present |
| Dwd Portfolio Solutions, Inc | Pittsburgh | PA | 12/2017 | Present |
1.KEITH A. WOERNER,ATTORNEY-AT-LAW. SOLE PRACTIONER - AREAS OF ESTATE PLANNING AND ESTATE ADMINISTRATION. 20 HOURS PER MONTH. ESTABLISHED CONNECTION 1995. COMPENSATION IS HOURLY FEES. PLAN TO CONTINUE. 2. KEITH A. WOERNER INSURANCE SALES. SOLE PROPRIETOR. DEVOTE 2-3HRS/MO. COMMISIONS FROM INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-03 |
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