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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 | 2016-09-21 |
Branch Locations
298 Veterans Way, Warminster, PA 18974 • United States
1551 Valley Forge Road, Lansdale, PA 19446 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitemarsh Valley Golf Club | Whitemarsh | PA | 05/2006 | Present |
| Lpl Financial Llc | Warminster | PA | 11/2010 | 09/2016 |
| First Niagara Securities | Warminster | PA | 11/2010 | 09/2016 |
| Key Investment Services Llc | Dresher | PA | 09/2016 | 09/2017 |
| Key Investment Services Llc | Plymouth Meeting | PA | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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