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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dublin | OH | 01/2013 | 11/2017 |
| Private Client Services | Louisville | KY | 01/2017 | Present |
| Heritage Wealth Partners | Dublin | OH | 11/2017 | 10/2025 |
| Summit Financial, Llc | Parsippany | NJ | 10/2025 | Present |
1. 1/4/13: HERITAGE WEALTH PARTNERS / DBA ONLY / 100% TIME SPENT / DUBLIN, OH. 2. 2/7/2013: NON-VARIABLE INSURANCE - HERITAGE WEALTH PARTNERS - FIXED LIFE INSURANCE - PROVIDE FIXED LIFE INSURANCE SERVICES TO EXISTING AND PROSPECTIVE CLIENTS. - TIME SPENT 5% - DUBLIN, OH 3. POA, Various family members, pay bills, less than three hrs/month, not during trading hrs. 4. Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Keyes Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-31 |
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