Best Investors Account Sign in
Inactive

Kent David Zahner

Keynote Financial Services, LLC

Vernon, CT

Claim This Profile
Current Employers
Keynote Financial Services, Llc

7 Keynote Drive Suite D, Vernon, CT 06066 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2004-03-19
  • CT RA
    APPROVED
    Since 2004-03-19

Branch Locations

7 Keynote Drive, Vernon, CT 06066 • 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
OrganizationCityStateFromTo
Magdefrau, Renner & Ciaffaglione Llc, Cpa'S Vernon CT 09/1996 12/2022
Keynote Financial Services, Llc Vernon CT 03/2004 Present
Other Businesses

Mr. Zahner is a licensed CPA. However, as of December 2022, he no longer practices. He has no other outside business activities to report.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-09
  • S65 Uniform Investment Adviser Law Examination
    2004-01-09

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
KEY FINANCIAL CONCEPTS, INC.
RMP INVESTMENTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC

Other Investors

Josh W Oliver
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
James Matthew Desrocher
GARY PHILLIP RUCHIN
PETER JOSEPH JESANIS
DENNIS L MORIN

Other Offices

LPL FINANCIAL LLC · VERNON, CT
EDWARD JONES · VERNON ROCKVILLE, CT
STATE FARM INVESTMENT MANAGEMENT CORP. · Vernon, CT
KEYNOTE FINANCIAL SERVICES, LLC · VERNON, CT
COMMONWEALTH FINANCIAL NETWORK · VERNON, CT
KEY FINANCIAL CONCEPTS, INC. · VERNON, CT
KEY FINANCIAL CONCEPTS, INC. · VERNON, CT
COMMONWEALTH FINANCIAL NETWORK · VERNON, CT

More in Vernon, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor